Business Development Associate

LPL Financial

Business Development Associate responsible for prospecting financial advisors to enhance lead flow. Utilizing phone and digital communication to engage potential clients within the finance sector.

Posted 6/17/2026full-timeSan Diego • California, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $57,750 - $96,250 per yearWebsite

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

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

✓ Tailor your resume

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

highly motivatedresilientrapport buildingcommunication