LPL Financial Logo

LPL Financial

New Grad January 2027 - Business Development Associate

Posted 3 Days Ago
Be an Early Applicant
In-Office
Austin, TX, USA
53K-88K Annually
Entry level
In-Office
Austin, TX, USA
53K-88K Annually
Entry level
Prospects financial advisors through cold calls, email, and LinkedIn to generate qualified leads for LPL’s advisor recruiting team. The role involves executing prospecting campaigns, qualifying leads, presenting opportunities to regional directors, tracking KPIs and funnel performance in Salesforce, and working toward promotion into internal regional director roles.
The summary above was generated by AI

Where Ambition Meets Innovation


Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:


As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL’s Advisor Recruiting team in order to increase sales. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone based (cold-calling) with supplemental efforts using digital means (email campaigns and social media). 


If you want to learn and grow with us, this is the role for you. We have a robust career path where successful BDAs promote into Internal Regional Director (IRD) roles and from there have the opportunity to promote into our Regional Director (RD) roles


Responsibilities:

  • Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter
  • Use the news cycle, territory makeup and direction of the recruiters/leaders to execute on  weekly prospecting campaigns
  • Use independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director
  • 100 outreaches per day – cold calls (primary), individual emails and social media outreaches (LinkedIn)
  • Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results
  • Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director.

What are we looking for?

We want high-energy, strong collaborators who can deliver a world class, sales experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.


Requirements:

  • 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)

Core Competencies:

  • 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

Disclaimer for international students:  

  • At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position. 
  • You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process. 
  • Positions offered are for full-time work at 40 hours per week.  
  • Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.

 

Pay Range:

52,500.00 - 87,500.00
 
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.


EAC 5.19.26

LPL Financial Austin, Texas, USA Office

Austin, United States

Similar Jobs

Entry level
Events • Food • Travel • Hospitality • Hotels & Resorts
Manages hotel event planning and execution, serving as the primary client contact, coordinating service transitions, resolving issues, identifying upsell opportunities, and maintaining client relationships. Guides team performance through direction and coaching, supports site visits and pre-event meetings, and ensures high-quality guest experiences while maximizing revenue and encouraging repeat business.
Entry level
Events • Food • Travel • Hospitality • Hotels & Resorts
Provides food and beverage service at hotel banquets and events. Responsibilities include welcoming guests, explaining menu items, taking and entering orders into the point-of-sale system, delivering orders, maintaining stocked and organized service stations, clearing tableware, preparing banquet tables, restocking supplies, and following health, safety, sanitation, and alcohol-awareness regulations.
Top Skills: Point-Of-Sale System
40 Minutes Ago
In-Office
Junior
Junior
Events • Food • Travel • Hospitality • Hotels & Resorts
Prepare and serve beverages, maintain bar supplies and inventory, process payments, ensure product quality, address guest concerns, and follow health, safety, sanitation, and alcohol-awareness standards. The role requires friendly guest service in a high-volume resort environment and full availability, including weekends and holidays.
Top Skills: Point-Of-Sale System

What you need to know about the Austin Tech Scene

Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.

Key Facts About Austin Tech

  • Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
  • Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
  • Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
  • Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account