New Grad January 2027 - Business Development Associate

LPL Financial•Fort Mill, SC
•$52,500 - $87,500•Hybrid

About The Position

The Business Development Associate (BDA) drives Financial Advisor lead flow to LPL’s Advisor Recruiting team to support sales growth. The role involves prospecting, qualifying leads, and reporting results, primarily through cold calls, supplemented by email campaigns and social media outreach. BDAs use territory information, current events, and guidance from recruiters and leaders to plan weekly prospecting campaigns, and exercise judgment in deciding whether qualified leads should be introduced to the recruiting pipeline. The position offers a career path in which successful BDAs may advance to Internal Regional Director and potentially Regional Director roles. The role is based in the office three days per week, Tuesday through Thursday, and includes travel for training twice per year. Positions are full-time at 40 hours per week. The listed pay range is $52,500–$87,500, inclusive of base salary and potential sales incentive compensation. LPL describes its total rewards package as including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and other offerings.

Requirements

  • Bachelor’s degree in Business, Finance, or a related area.
  • Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters.
  • Must work in the office three days per week, Tuesday through Thursday.
  • Highly motivated and resilient, with the ability to consistently achieve sales targets.
  • Ability to quickly build rapport, primarily through phone-based communication.
  • Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, and MS Outlook.
  • Experience or understanding of broker/dealers, advisory, finance, or sales principles.

Nice To Haves

  • Comfort with some travel; training travel is expected twice per year.

Responsibilities

  • Prospect financial advisors to gauge or create interest in meeting with an LPL recruiter.
  • Use the news cycle, territory makeup, and direction from recruiters and leaders to execute weekly prospecting campaigns.
  • Use independent judgment to qualify leads and determine whether to present them to an Internal Regional Director or field Regional Director for pipeline introduction.
  • Complete 100 outreach attempts per day, primarily cold calls, with individual emails and LinkedIn outreach as additional channels.
  • Use Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results.
  • Develop skills, industry knowledge, and experience to qualify for advancement to Internal Regional Director.

Benefits

  • 401(k) matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
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