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 drive financial advisor lead flow to LPL’s Advisor Recruiting team to increase sales. Your responsibilities include prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone‑based (cold‑calling) with supplemental digital outreach (email campaigns and social media). If you want to learn and grow with us, this is the role for you.

Successful BDAs are promoted to Internal Regional Director (IRD) roles and can later advance to Regional Director (RD) roles.

• Prospect financial advisors to gauge/create interest in meeting with an LPL recruiter.
• Use the news cycle, territory makeup, and leadership direction to execute weekly prospecting campaigns.
• Apply independent judgment to qualify a lead, determining whether to introduce it to the pipeline by presenting to the IRD or field RD.
• Make 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 the territory funnel and results.
• Develop skillset, knowledge base, and industry experience to qualify for the next level opportunity as an Internal Regional Director.

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

• Bachelor’s degree in Business, Finance, or related areas.
• 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 consistently achieving sales targets.
• Ability to quickly build rapport, primarily via phone communication.
• Comfortable with some travel, two times per year for training.
• Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, and MS Outlook.
• Experience or understanding of broker/dealers, advisory, finance, or sales principles.

* Pay does not reflect total Comp/Potential*

$25.24–$42.07 per hour. The pay salary range includes base salary and potential sales incentive compensation based on the applicable incentive compensation plan for this position. Base salary is determined by factors including relevant skill, prior experience, education, peer comparison, performance, and geographic location. Incentive compensation depends on achievement of goals set forth in the incentive compensation plan. LPL Total Rewards is highly competitive and includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will discuss all that LPL offers.

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, LPL supports over 32,000 financial advisors and the wealth‑management practices of approximately 1,100 financial institutions, servicing and custodian approximately $2.3 trillion in brokerage and advisory assets for about 8 million Americans. LPL provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice‑management services, ensuring advisors and institutions can choose the model, services, and technology resources they need to thrive.

At LPL Financial, we believe everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated platform of cutting‑edge technology, brokerage,…