AVP, Business Exit Solution

LPL Financial

Business Exit Planning Associate supporting Financial Advisors with High-Net-Worth clients at LPL Financial. Collaborate on exit strategies and contribute to investment banking referrals in a dynamic environment.

Posted 6/5/2026full-timeRemote • Maryland, North Carolina • 🇺🇸 United StatesLead💰 $167,300 - $278,800 per yearWebsite

About the role

Key responsibilities & impact

Establish and collaborate with a community of LPL Advisors interested in offering business exit planning to build a pipeline of investment banking referrals.
Contribute to maintaining and expanding the team’s referral network of High-Net-Worth wealth adjacent service providers, including Investment Banking, Business Advisory, OTC Hedging and Monetization.
Proactive sourcing of leads through LPL advisors of qualified business owners ready for sale or scale.
Dispositioning, follow up, and follow through of qualified business planning leads.
Occasional public speaking and conveyance of advanced subject matter in small and large public speaking settings.

Requirements

What you’ll need

Bachelor’s degree
Minimum of 5 years’ experience in financial services or financial sales
Strong personal financial planning knowledge and an understanding of financial services products and solutions
Ability to excel in a fast-paced environment encompassing multiple disciplines and product lines
Strong teamwork, leadership, and interpersonal skills

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

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Hard Skills & Tools

financial planninginvestment bankingbusiness advisoryOTC hedgingmonetization

Soft Skills

teamworkleadershipinterpersonal skillspublic speakingcommunication

Certifications

Bachelor’s degree