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LPL Financial

Business Development Associate

LPL Financial

. Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter .

Posted 4/8/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $42 per hourWebsite

Tech Stack

Tools & technologies
SFDC

About the role

Key responsibilities & impact
  • 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 (LinkedIn)
  • Utilize Salesforce.com 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.

Requirements

What you’ll need
  • Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
  • Sales experience or similar related degree
  • 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

Benefits

Comp & perks
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools
sales experiencelead qualificationprospectingcold callingemail outreachsocial media outreachKPI tracking
Soft Skills
effective communicationrelationship buildingmotivationresilience