Sales Manager, Wealth Advisors Group

LPL Financial LLC; Austin (TX); On-site; USD 99,000 - 165,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Sales Manager, Wealth Advisors Group to lead a team of licensed financial advisors, focusing on sales growth and client experience. The role blends leadership, talent development, and advisory oversight to drive investor outcomes.

Responsibilities include coaching, performance reviews, and maintaining a culture of integrity and collaboration. FINRA licenses and a strong background in annuities are required.

Qualifications

• Bachelor’s degree required.
• 2+ years of people management or sales leadership experience.
• 2+ years of investment and advisory experience, including annuity products.
• FINRA Series 7 and Series 66 licenses required.

Responsibilities

• Lead, coach, and develop a team of licensed financial advisors focused on relationship deepening and sales growth.
• Conduct regular coaching sessions, training, and performance reviews to drive consistent achievement of sales goals.
• Foster a positive, collaborative sales culture grounded in integrity, accountability, and healthy competition.
• Monitor advisor productivity, SLAs, and key performance metrics; analyze trends and report results to leadership.
• Leverage annuity and investment knowledge to support advisors during client consultations and portfolio reviews.
• Assist with the analysis of existing annuity portfolios and product considerations.
• Collaborate with annuity carriers and internal partners to ensure accurate servicing and optimal client experiences.
• Support ongoing operational maintenance, compliance, and servicing of a large annuity client base.

Skills

Sales coaching

Data-driven decision making

Advisor development

Talent retention

Education

Bachelor’s degree

Job description

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees. If you're ready to lead with intention and discover what’s possible, LPL Financial invites you.

Job Overview

The Sales Manager, Wealth Advisors Group is a leadership role responsible for the day‑to‑day management, performance, and development of a team of licensed financial advisors. This role blends sales leadership, talent development, and client experience oversight, leveraging deep annuity and investment expertise to support advisor success and strong investor outcomes.

Responsibilities

• Lead, coach, and develop a team of licensed financial advisors focused on relationship deepening and sales growth
• Conduct regular coaching sessions, training, and performance reviews to drive consistent achievement of sales goals
• Foster a positive, collaborative sales culture grounded in integrity, accountability, and healthy competition
• Monitor advisor productivity, SLAs, and key performance metrics; analyze trends and report results to leadership
• Leverage annuity and investment knowledge to support advisors during client consultations and portfolio reviews
• Assist with the analysis of existing annuity portfolios and product considerations
• Collaborate with annuity carriers and internal partners to ensure accurate servicing and optimal client experiences
• Support ongoing operational maintenance, compliance, and servicing of a large annuity client base

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• Bachelor’s degree
• 2+ years of people management or sales leadership experience
• 2+ years of investment and advisory experience, including annuity products
• FINRA Series 7 and Series 66 required

Core Competencies

• Sales coaching and performance management
• Data-driven decision making
• Advisor development and talent retention

Preferences

• FINRA Series 9/10 (or ability to obtain within first 6 months)
• Experience supporting or managing annuity-focused advisory teams

Pay Range

Pay Range: $98,777.00 - $164,594.00. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

EAC 5.19.26

LPL Financial is the nation’s largest independent broker‑dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long‑term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

EOE.