New Grad January 2027 - Business Development Associate

LPL Financial•Charlotte, SC

8d•$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 increase sales. The role focuses on prospecting, qualifying leads, and reporting, primarily through phone-based cold calling, with additional outreach through email campaigns and social media. BDAs use territory information, news, and direction from recruiters and leaders to plan campaigns, qualify prospects, and determine whether to introduce leads to the recruiting pipeline. The position offers a career path toward Internal Regional Director and Regional Director roles.

Requirements

Bachelor’s degree in Business, Finance, or a related area.
Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters.
Ability to work in the office three days per week, Tuesday through Thursday.
Highly motivated and resilient, with the ability to achieve sales targets consistently.
Ability to quickly build rapport, primarily through phone-based communication.
Comfort with travel twice per year for training.
Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, and MS Outlook.

Nice To Haves

Experience or understanding of broker/dealers, advisory, finance, or sales principles.

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.
Complete 100 daily outreach attempts using primarily cold calls, along with individual emails and LinkedIn outreach.
Use Salesforce.com to track individual KPIs and understand how lead flow affects territory funnel and results.
Develop the skills, knowledge, and industry experience needed to qualify for an Internal Regional Director opportunity.