LPL Financial

Regional Branch Director

LPL Financial

full-time

Posted on:

Location Type: Remote

Location: California • Oregon • United States

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Salary

💰 $204,867 - $341,445 per year

Job Level

Lead

About the role

  • Build and sustain deep advisor relationships while maintaining high advisor retention and satisfaction.
  • Support the growth aspirations of advisors/teams through coaching; execute on sales strategy to drive growth within The Investment Center.
  • Strategize and execute on teaming and succession planning opportunities, including, but not limited to, identifying successors, merging teams with similar practices, etc.
  • Partner with the sales organization to drive the recruitment of advisors by educating them on the mission and vision of The Investment Center and associated benefits to their practice
  • Collaborate with internal partners to increase awareness/adoption of appropriate tools and resources (e.g., financial planning, advisory, high net worth services)
  • Help drive growth in Same Store Sales and Net New Assets.
  • Support the acclimation of new advisors/teams to the LPL IAN & The Investment Center

Requirements

  • 10+ years of financial services experience
  • FINRA Series 7,66
  • 5+ years of experience working as a branch manager, associate complex manager or another field-based sales role
  • 5+ years of experience successfully bringing on and integrating recruits/new teams
  • Ability to travel visiting branch offices and participating in recruit meetings
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • volunteer time off
  • discretionary bonus
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial services experiencesales strategy executioncoachingteam integrationrecruitmentsuccession planningadvisor relationship managementgrowth strategyfinancial planninghigh net worth services
Soft Skills
advisor retentionadvisor satisfactioncollaborationcommunicationstrategic thinkingleadershiprelationship buildingorganizational skillsproblem solvingadaptability
Certifications
FINRA Series 7FINRA Series 66