
5001 - 10000 employés
Fondée en LPL Financial
💼 Conseil
🛡️ Assurance
💸 Finance
Consulting • Insurance • Finance
LPL Financial est un leader dans la fourniture de services de gestion de patrimoine, soutenant les professionnels de la finance, les institutions et les investisseurs privés. Avec une suite complète d'outils et ressources, LPL Financial permet aux conseillers de développer leurs activités et de fournir des conseils financiers personnalisés. Ils offrent une plateforme de gestion de patrimoine, des services de conseil, une intégration technologique, une recherche en investissement, et un soutien pour la croissance organique et inorganique des entreprises et des conseillers. LPL Financial se concentre également sur l'investissement durable et la responsabilité sociale tout en maintenant une surveillance réglementaire rigoureuse.
🕒 il y a 1 mois
🏄 California – Distant
💵 $235 150 - $391 900 / an
⏰ Temps Plein
🔴 Expert
👔 Directeur
🦅 Parrain de Visa H1B
👻 Score fantôme 21%
🗣️🇺🇸🇬🇧 Anglais requis
D'où vient cette offre
Publiée sur la page carrières de LPL Financial, pas via un site d'emploi
Repérée par Remote Rocketship il y a 1 mois
Toujours ouverte sur le site de LPL Financial. Vérifiée il y a 5 heures.

5001 - 10000 employés
Fondée en LPL Financial
💼 Conseil
🛡️ Assurance
💸 Finance
Consulting • Insurance • Finance
LPL Financial est un leader dans la fourniture de services de gestion de patrimoine, soutenant les professionnels de la finance, les institutions et les investisseurs privés. Avec une suite complète d'outils et ressources, LPL Financial permet aux conseillers de développer leurs activités et de fournir des conseils financiers personnalisés. Ils offrent une plateforme de gestion de patrimoine, des services de conseil, une intégration technologique, une recherche en investissement, et un soutien pour la croissance organique et inorganique des entreprises et des conseillers. LPL Financial se concentre également sur l'investissement durable et la responsabilité sociale tout en maintenant une surveillance réglementaire rigoureuse.
• Develop sales and recruiting strategies • Research, source, and engage with prospects • Identify prospective advisors through initial sales calls and respond to inquiries • Own advisor segments of the pipeline from initial contact through joining LPL • Partner with Regional Directors and Division Managers • Meet with prospective advisors to demonstrate LPL’s value proposition and address questions or concerns • Navigate long sales cycles with multiple buying influences • Evaluate potential advisors and their books of business for fit with LPL • Train and educate internal staff on recruiting premium segment wirehouse and bank advisors • Coach the team on the competitive landscape and hurdles to winning business • Evaluate and improve recruitment practices, sourcing opportunities, and affinity partnerships • Increase the ability to source women advisors • Articulate LPL’s business model, policies, financial services industry, and affiliation options • Partner with BD leadership on the evolution of LPL’s offering and capabilities • Identify external organizations, local events, and conferences as sourcing channels • Attend events on behalf of LPL and the Business Development group • Serve as a subject matter expert and support the business development team with consultation, partnership, and resources • Design, experiment with, and test approaches to attract diverse candidates • Use data to track program performance indicators, identify trends, and align projects and programs with company priorities
• 10+ years of experience in the financial services industry • High level of proficiency in the RIA marketplace • Experience working with wirehouse advisors • Willingness and ability to travel 60% of the time • Must reside in and/or be willing to relocate • Successful track record of managing and closing complex sales • Ability to succeed within a dynamic, fast-paced environment • Ability to influence decisions and direction across the organization • Superior verbal, written, and listening skills • Consultative and relationship-building skills • Previous experience partnering with cross-functional teams and business leaders to manage, execute, and implement designed strategies • Series 7, 66, and 24 preferred • Strong familiarity with the MS Office suite and Salesforce • Bachelor’s degree in business or related field from an accredited college or university preferred
• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Incentive compensation based on achievement of goals • LPL Total Rewards package • Flexible business model, services, and technology resources for advisors and institutions
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