LPL Financial · 2 weeks ago
2026 New Grad- Business Development Associate
Fort Mill, SC
Full-time
Hybrid
New Grad, Entry Level
$25.24/hr - $42.07/hrLPL Financial is among the fastest growing wealth management firms in the U.S. The Business Development Associate (BDA) will be responsible for driving Financial Advisor lead flow to increase sales through prospecting and lead qualification, primarily via phone-based outreach.
FinanceFinancial Services
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
Qualification
Required
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)
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
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
Founded in 1968
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Company data provided by crunchbase