LPL Financial

We take care of our advisors, so they can take care of their clients.

Regional Branch Director

DirectorDirectorFull TimeRemoteTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

California + 2 moreAll locations: California, Oregon, Washington

Posted

57 days ago

Salary

$204.9K - $341.4K / year

Bachelor Degree10 yrs expEnglish

Job Description

• Build and sustain deep advisor relationships while maintaining high advisor retention and satisfaction. • Support the growth aspirations of advisors/teams through coaching; execute on sales strategy to drive growth within The Investment Center. • Strategize and execute on teaming and succession planning opportunities, including, but not limited to, identifying successors, merging teams with similar practices, etc. • Partner with the sales organization to drive the recruitment of advisors by educating them on the mission and vision of The Investment Center and associated benefits to their practice • Collaborate with internal partners to increase awareness/adoption of appropriate tools and resources (e.g., financial planning, advisory, high net worth services) • Help drive growth in Same Store Sales and Net New Assets. • Support the acclimation of new advisors/teams to the LPL IAN & The Investment Center

Job Requirements

  • 10+ years of financial services experience
  • FINRA Series 7,66
  • 5+ years of experience working as a branch manager, associate complex manager or another field-based sales role
  • 5+ years of experience successfully bringing on and integrating recruits/new teams
  • Ability to travel visiting branch offices and participating in recruit meetings

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • volunteer time off
  • discretionary bonus

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