LPL Financial
Internal Regional Director
LPL Financial, Boston, Massachusetts, us, 02298
Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide.
Job Overview:
The Internal Regional Director on the Advisor Recruiting team within LPL's Business Development group will work with the department’s Vice President, Divisional Managers, and Regional Directors (RD) to increase sales, activity, and growth (AUM & Advisors) in an assigned territory by identifying and aiding in the recruitment of new advisors and teams.
Responsibilities:
Identify new prospective advisors by making initial sales calls to potential advisors, as well as responding to internal calls or inquiries that are made to LPL.
Outbound call campaigns that tie into LPL or industry trends creating opportunities.
Set appointments for External Recruiters to meet with advisors in-field.
Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor is an appropriate candidate for LPL prior to introducing to the pipeline.
Understand and articulate LPL’s business model, LPL’s policies, the financial services industry, and the benefits of joining one of LPL’s affiliation options.
Host prospective advisor's due-diligence visit to home office.
Meet with advisors during home office visit in order to address advisor’s questions and concerns.
Engage in discovering and gathering information regarding the advisor’s business and potential fit with LPL.
Exercise discretion and independent judgment in evaluating the advisor as well as the advisor’s book of business.
Use information obtained during the home office visit to determine whether to continue recruiting advisor, and if so, how.
Train and educate internal staff on the nuances of recruiting.
Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL.
What are we looking for?
We want
strong collaborators
who can deliver a world-class client 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:
Must have prior sales experience in the investment space, at least 2-4 years of Financial Services experience in a sales related role.
Prior experience as a Financial Advisor or Wholesaler ideal.
Strong familiarity with MS Word, MS Excel, MS PowerPoint, Salesforce, and MS Outlook.
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.
Preferences:
Series 7, 66, and 24 preferred.
Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study.
Pay Range:
$73,300.00-$122,200.00/year 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.
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.
We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.
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.
#J-18808-Ljbffr
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide.
Job Overview:
The Internal Regional Director on the Advisor Recruiting team within LPL's Business Development group will work with the department’s Vice President, Divisional Managers, and Regional Directors (RD) to increase sales, activity, and growth (AUM & Advisors) in an assigned territory by identifying and aiding in the recruitment of new advisors and teams.
Responsibilities:
Identify new prospective advisors by making initial sales calls to potential advisors, as well as responding to internal calls or inquiries that are made to LPL.
Outbound call campaigns that tie into LPL or industry trends creating opportunities.
Set appointments for External Recruiters to meet with advisors in-field.
Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor is an appropriate candidate for LPL prior to introducing to the pipeline.
Understand and articulate LPL’s business model, LPL’s policies, the financial services industry, and the benefits of joining one of LPL’s affiliation options.
Host prospective advisor's due-diligence visit to home office.
Meet with advisors during home office visit in order to address advisor’s questions and concerns.
Engage in discovering and gathering information regarding the advisor’s business and potential fit with LPL.
Exercise discretion and independent judgment in evaluating the advisor as well as the advisor’s book of business.
Use information obtained during the home office visit to determine whether to continue recruiting advisor, and if so, how.
Train and educate internal staff on the nuances of recruiting.
Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL.
What are we looking for?
We want
strong collaborators
who can deliver a world-class client 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:
Must have prior sales experience in the investment space, at least 2-4 years of Financial Services experience in a sales related role.
Prior experience as a Financial Advisor or Wholesaler ideal.
Strong familiarity with MS Word, MS Excel, MS PowerPoint, Salesforce, and MS Outlook.
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.
Preferences:
Series 7, 66, and 24 preferred.
Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study.
Pay Range:
$73,300.00-$122,200.00/year 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.
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.
We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.
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.
#J-18808-Ljbffr