AVP, Business Exit Solutions

LPL Financial

Business Exit Planning Associate supporting Financial Advisors in High-Net-Worth Services at LPL Financial. Collaborating with advisors to deliver business exit planning and investment banking referral services.

Posted 6/10/2026full-timeFort Mill • California, Massachusetts • 🇺🇸 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. This includes public speaking participation in webinars, conference calls, staff meetings, and presentations at LPL conferences
The role may include representing LPL Financial at external conferences, events, and industry functions
This position requires excellent customer service, record keeping and reporting skills with an emphasis on verbal and written communication abilities
The candidate must demonstrate keen strategic thinking, analytical skills, project management skills, and excellent time management abilities
The incumbent must balance a collaborative approach within a team and driving their own independent efforts across all levels of a dynamic, entrepreneurial, and fast-paced organization

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 communication skills, both verbal and written
Highly collaborative with experience in servicing the needs of affluent and institutional clients
Strong teamwork, leadership, and interpersonal skills
MS Office
Salesforce

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 planningfinancial services productsinvestment bankingbusiness advisoryOTC hedgingmonetizationproject managementrecord keepingreporting

Soft Skills

customer serviceverbal communicationwritten communicationstrategic thinkinganalytical skillstime managementcollaborationteamworkleadershipinterpersonal skills

Certifications

Bachelor's degree