Business Development Associate

LPL Financial

. Drive Financial Advisor lead flow to LPL’s Advisor Recruiting team to increase sales .

Posted 11/10/2026full-timeUnited StatesEntry Level💰 $52,500 - $87,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong lead generation and prospecting capabilities, utilizing Salesforce.com for tracking KPIs and managing lead flow. Possesses effective communication skills to engage with financial advisors and internal stakeholders while achieving sales targets.

Highest-signal resume keywords

Lead GenerationSalesforce.com ProficiencyEffective CommunicationProspecting SkillsBachelor's Degree in Business or Finance

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

Lead QualificationSales Target AchievementCold CallingEmail OutreachSocial Media ProspectingSales PrinciplesBroker/Dealer Understanding

Soft Skills

MotivationResilienceRapport Building

Tools & Technologies

SalesforceMS WordMS ExcelMS PowerPointMS Outlook

Industry Keywords

Financial AdvisorRecruitingAdvisoryFinanceSales

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Drive Financial Advisor lead flow to LPL’s Advisor Recruiting team to increase sales
Prospect financial advisors to gauge/create interest in meeting with an LPL recruiter
Use the news cycle, territory makeup and recruiter/leader direction to execute weekly prospecting campaigns
Qualify leads and determine whether they should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director
Complete 100 daily outreaches through cold calls, individual emails and LinkedIn/social media
Utilize Salesforce.com to track individual KPIs and understand lead-flow impact on territory funnel and results
Develop skills, knowledge and industry experience to qualify for promotion to Internal Regional Director

Requirements

What you’ll need

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)
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
For early career program positions, candidates requiring sponsorship now or in the future cannot be considered
Must provide required I-9 documentation
Full-time work at 40 hours per week

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Potential sales incentive compensation