Business Development Associate

LPL Financial Austin, TX Open
LPL Financial is looking for Business Development Associate in Austin, TX.
This local job opportunity with ID 3932036049 is live since 2026-11-01 20:09:15.
Overview

In this role you drive advisor lead flow for LPL's Recruiting team, focusing on prospecting and qualifying financial advisor leads. You will conduct a high-volume outreach, primarily by phone, with digital support, and use reporting to measure impact. You'll grow expertise to prepare for advanced opportunities within the regional leadership path. This position blends fast-paced sales activity with relationship-building to support advisor growth and firm goals. You will work closely with cross-functional teams to shape recruitment outcomes and client-centric service.

Compensation / Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
  • total rewards package
Responsibilities
  • Prospect financial advisors to gauge interest in meetings with a recruiter
  • Execute weekly prospecting campaigns leveraging news, territory, and leadership directions
  • Qualify leads using independent judgment before routing to senior leaders
  • Conduct 100 outreaches daily via cold calls, emails, and LinkedIn
  • Utilize Salesforce to track KPIs and analyze lead flow impact
  • Develop knowledge and skills to qualify for future internal leadership opportunities
Key requirements
  • Sales experience or related degree
  • Highly motivated and resilient with targets
  • Strong phone-based rapport building
  • Willingness to travel for training (approx. twice yearly)
  • Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook
  • Experience or understanding of broker/dealers, advisory, finance or sales principles
  • high-energy
  • collaborative
  • client-focused
  • Salesforce
  • MS Word
  • MS Excel
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Required Skills

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