Regional Wealth & Advisor Growth Leader

LPL Financial LLC; Raleigh (NC); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial seeks a senior leader to support the Linsco employee channel and multi-branch growth, reporting to the National Branch Manager in Raleigh, NC. This role focuses on profitability of the region and a deep understanding of the W2 advisor model.

The ideal candidate will partner with advisors to drive growth, maintain high retention, and lead recruitment while transitioning teams to LPL and balancing profitability with service excellence.

Qualifications

• 7+ years of branch experience in roles such as branch manager, branch operations/service, or branch administration.
• Series 7, 66, 9, and 10 licenses are required.
• 10+ years of financial services experience.
• Willingness to travel to branch offices as needed.

Responsibilities

• Partner with advisors to create and implement business growth.
• Maintain high advisor retention and satisfaction.
• Support recruitment of advisors by selling the mission and vision of the Employee Channel.
• Transition new teams to LPL and balance profitability of the model.

Skills

Strategic thinking

Problem solving

Operational execution

Talent management

Executive presence

Influence

Communication skills

Education

Bachelor's degree

FINRA licenses (Series 7/66/9/10)

Job description

LPL Financial seeks a senior leader to support the Linsco employee channel and multi-branch growth, reporting to the National Branch Manager in Raleigh, NC. This role focuses on profitability of the region and a deep understanding of the W2 advisor model.

The ideal candidate will partner with advisors to drive growth, maintain high retention, and lead recruitment while transitioning teams to LPL and balancing profitability with service excellence.