Wealth Advisory Sales Leader: Develop Top Advisors

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

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.