Business Development Associate

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL’s Advisor Recruiting team in order to increase sales. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold‑calling) with supplemental efforts using digital means (email campaigns and social media). If you want to learn and grow with us, this is the role for you.

We have a robust career path where successful BDAs promote into Internal Regional Director (IRD) roles and from there have the opportunity to promote into our Regional Director (RD) roles.

• Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter
• Use the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaigns
• Use independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director
• 100 outreaches per day – cold calls (primary), individual emails and social media outreaches (Linked In)
• Utilize  to track individual KPIs and understand the impact of lead flow on territory funnel and results
• Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director.

We want high-energy, strong collaborators who can deliver a world class, sales experience. We are looking for people who thrive in a fast‑paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

• Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
• Must be in office 3 days a week (Tuesday - Thursday)

• Highly motivated and resilient by achieving sales targets consistently
• Ability to quickly build rapport, primarily via phone based communication
• Comfortable with some travel, two times per year for training
• Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook
• Experience or understanding of broker/dealers, advisory, finance or sales principals

$25.24-$42.07/hour. The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.

LPL will only communicate with a job applicant directly from an 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 .

EAC
12.9.25