69 applicants

Company

LPL Financial · 1 day ago

AVP, LPL Full Book Acquisitions

Remote USA

Full-time

Remote

Mid Level

$139K/yr - $231K/yr

3+ years exp

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FinanceFinancial Services

H1B Sponsor Likely

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Responsibilities

Consult Financial Advisors on business valuations, exit planning, and the opportunity to liquidate their full business to LPL Financial Corporate

Build and analyze financial models to drive conclusions and ultimately influence action by the Financial Advisor

Prospect, nurture, and manager a sales pipeline in Salesforce

Demonstrate a high level of professionalism, attention to detail, and emotional intelligence when communicating with clients

Generate, qualify, and nurture sales leads through targeted email campaign activities, prospecting, data mining, event follow up, and more

Prepare and conduct educational webinars for internal partners and leadership

Provide industry subject matter expertise in Financial Services and Mergers & Acquisitions, or the ability to learn

Knowledge of running a small business and valuation methodology

Ability to adopt new sales techniques and apply constructive feedback

Ability to thrive in a high-pace environment, think-outside-the-box and provide creative solutions for complex scenarios

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial ServicesSales experienceMicrosoft ExcelSalesforceMergers & AcquisitionsPowerPointBusiness valuationsExit planning

Required

3+ years of experience in Financial Services Industry

3+ years of experience in a sales role

Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce

Highly motivated and resilient by achieving sales targets consistently

Strong verbal and written communication skills

Operate effectively within a sales team organization

Preferred

Experience in Mergers & Acquisitions

Benefits

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Company

LPL Financial

Glassdoor

3.9

LPL Financial is an independent broker-dealer.

Founded in 1968

Boston, Massachusetts, USA

5,001-10,000 employees

https://www.lpl.com

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (103)

2022 (108)

2021 (91)

2020 (42)