
Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
5001 - 10000 employees
Founded LPL Financial
💸 Finance
💳 Fintech
July 1
🌪️ Oklahoma – Remote
🤠 Texas – Remote
💵 $198.9k - $331.5k / year
⏰ Full Time
🔴 Lead
👔 Vice President
🦅 H1B Visa Sponsor

Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
5001 - 10000 employees
Founded LPL Financial
💸 Finance
💳 Fintech
• Partner with advisors to create and implement business growth • Maintaining high advisor retention and satisfaction. • Supporting the recruitment of advisors by selling them on the mission and vision of the Employee Chanel. • Helping transition the new teams to LPL. • Building and maintaining strong advisor relationships while at the same time balancing this against the profitability of the model. • This role reports into the National Branch Manager.
• 7+ years of branch experience either in a role of branch manager, branch operations/service or branch administration • Bachelor's degree • Series 7, 66, 9, and 10 • 10 years+ of financial services experience • Willingness to travel to branch offices as needed
• 401K matching • health benefits • employee stock options • paid time off • volunteer time off
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