New Grad January 2027 - Business Development Associate

LPL Financial

Tempe, AZ · +3 more locationsHybridFull time
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Pay
$52.5K to $87.5K
a year
Location
Tempe, AZ
+3 more locations
Work style
Hybrid
3 days in office
Job type
Full time
Posted
Oct 19
1 day ago
Career path

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About the company

LPL Financial

Financial Services · 5,001 to 10,000 employees

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.

As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

LPL Financial on LinkedIn

What you'll do

  • Prospect financial advisors through phone calls, email, and LinkedIn to generate and qualify leads for LPL’s advisor recruiting team.
  • Track outreach and sales performance in Salesforce, execute territory-based campaigns, and develop the skills needed to advance to an Internal Regional Director role.

What you need

  • A bachelor’s degree in business, finance, or a related field is required, along with effective communication skills and the ability to build rapport by phone.
  • Candidates should be motivated, resilient, comfortable meeting sales targets and traveling for training, and familiar with Microsoft Office, Salesforce, and financial services or sales principles.
  • Education: a bachelor's degree

Key skills

ProspectingCold CallingLead QualificationSalesRelationship BuildingVerbal CommunicationEmail CampaignsSocial Media OutreachSalesforceKPI TrackingTerritory ManagementMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookBroker-Dealer Industry Knowledge

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Perks

  • 401K Matching
  • Health Benefits
  • Employee Stock Options
  • Paid Time Off
  • Volunteer Time Off

See full description on company page, apply now

Read the full posting here
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Business Development Associate Job Overview: As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL’s Advisor Recruiting team in order to increase sales. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using digital means (email campaigns and social media). If you want to learn and grow with us, this is the role for you. We have a robust career path where successful BDAs promote into Internal Regional Director (IRD) roles and from there have the opportunity to promote into our Regional Director (RD) roles Responsibilities: ·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. What are we looking for? We want high-energy, strong collaborators who can deliver a world class, sales experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: ·Bachelor’s degree in Business, Finance or related areas ·Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters ·Must be in office 3 days a week ( Tuesday - Thursday) Core Competencies: ·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 PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis. Early Priority Application Date: September 21 at 11:59 PM EST Final Fall Priority Application Date: October 19 at 11:59 PM EST Disclaimer for international students: At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position. You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process. Positions offered are for full-time work at 40 hours per week. Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying. Pay Range: 52,500.00 - 87,500.00 The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC 5.19.26

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