Business Development Associate

Job Overview

As the Business Development Associate (BDA), you will drive Financial Advisor lead flow to LPL’s Advisor Recruiting team to increase sales through phone-based prospecting, email campaigns, and social media outreach. You will qualify leads, present high‑quality prospects to managers, and track results in Salesforce.

• Prospect financial advisors to gauge or create interest in meeting with an LPL recruiter.
• Use the news cycle, territory makeup, and recruiter direction to execute weekly prospecting campaigns.
• Use independent judgement to qualify a lead, determining whether to introduce it to the pipeline by presenting to the Internal Regional Director or field Regional Director.
• Make 100 outreaches per day—primarily cold calls, individual emails, and social media outreach (Linked In).
• Utilize  to track individual KPIs and understand the impact of lead flow on the territory funnel and results.
• Develop knowledge and industry experience to qualify for the next level opportunity as an Internal Regional Director.

• Bachelor’s degree in Business, Finance, or related field.
• Effective communication with leadership, field recruiting professionals, and internal recruiters.
• Must be in the office 3 days a week (Tuesday–Thursday).

• Highly motivated and resilient, consistently achieving sales targets.
• Rapid rapport building via phone communication.
• Comfortable with occasional travel (twice per year for training).

• Proficient with MS Word, MS Excel, MS PowerPoint, Salesforce, and MS Outlook.
• Understanding of broker/dealer, advisory, finance, or sales principals.

Pay does not reflect total compensation potential.

Pay range: $25.24–$42.07 per hour. Base salary is determined by skill, experience, education, peer benchmarks, and geography. Incentive compensation is tied to achievement of goals per the incentive plan.

LPL Total Rewards package includes 401(K) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Principals only. EOE.