Associate Regional Director

6 days ago

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LPL Financial

WebsiteLinkedInAll Job Openings

Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services

5001 - 10000

Description

•Recruiting high quality financial advisors to the LPL Financial Platform from all channels of distribution. •Working with a Regional Director and Internal Regional Director to recruit advisors into Core offerings. •Establishing and maintaining a network of centers of influence (COI). •Creating and managing a recruiting pipeline to transition candidates (Financial Advisors) to LPL. •Evaluating advisor practices to ensure transferability of assets and adherence to corporate compliance and affiliation standards. •Strong negotiation skills and the ability to compile and present competitive offerings. •Building and maintaining strong internal and external relationships critical to success in the role. •Maintaining up-to-date status of the recruiting pipeline within Salesforce. •Developing and implementing a strategy for engaging with existing recruits and for feeding/building the pipeline. •Meeting monthly KPI’s required for the role – calls/meetings.

Requirements

•5+ years in a broker/dealer business development, asset management wholesaling, or an institutional custody sales role. •Verifiable track record of identifying, qualifying and closing business opportunities in assigned territory •Strong familiarity with using a CRM, preferably Salesforce •Bachelor’s degree required •Superior verbal and written communication skills are required •Consultative skills are a must •Commitment to follow-up and follow-through •Well-organized, strong time management skills •Team-player, positive "can-do" attitude

Benefits

•401K matching •health benefits •employee stock options •paid time off •volunteer time off •and more.