Wealth Advisory Team Lead & Growth Coach

lplfinancial

Austin (TX)

On-site

USD 100,000 - 165,000

Full time

2 days ago

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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 for the Wealth Advisors Group in Austin, TX. You will lead, coach, and develop a team of licensed financial advisors, focusing on relationship growth, sales performance, and exceptional client experiences.

In this role you’ll leverage annuity and investment expertise, supervise coaching sessions and performance reviews, and collaborate with carriers and internal partners to ensure accurate servicing and strong investor outcomes while upholding compliance

Qualifications

Bachelor's degree required.
2+ years of people management or sales leadership.
2+ years of investment and advisory experience, including annuity products.
FINRA Series 7 and Series 66 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.
Collaborate with annuity carriers and internal partners to ensure accurate servicing and optimal client experiences.