Business Development Associate
LPL Financial
Austin, TX0–2 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- SalesRecruitingSocial mediaSalesforceExcelMicrosoft Office
- Work
- On-site in Austin
- Pay
- Not stated by the employer.
- Skill demand
- Sales83%Recruiting22%Salesforce22%Social media11%of 18 similar entry-level jobs posted in the US this week
- Listed
- Nov 10, 2026 · still open
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About the Role
As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor lead flow to LPL’s Advisor Recruiting team to increase sales. This will be accomplished through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be phone-based (cold-calling) with supplemental efforts using digital means (email campaigns and social media). Successful BDAs have a robust career path to promote into Internal Regional Director (IRD) and then Regional Director (RD) roles.
Key Responsibilities
- Prospect financial advisors to gauge/create interest in meeting with an LPL recruiter.
- Use the news cycle, territory makeup, and direction of recruiters/leaders to execute weekly prospecting campaigns.
- Use independent judgment to qualify a lead, determining if it should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director.
- Conduct 100 outreaches per day (cold calls, individual emails, and social media outreaches like 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 to qualify for the next level opportunity as an Internal Regional Director.
Requirements & Tech Stack
- Bachelor’s degree in Business, Finance, or related areas.
- Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters.
- In-office attendance required 3 days a week (Tuesday - Thursday).
- 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 principles.
Qualifications
- High-energy, strong collaborators who can deliver a world-class sales experience.
- Ability to thrive in a fast-paced environment.
- Client-focused, team-oriented, and able to execute in a way that encourages creativity and continuous improvement.
- Highly motivated and resilient by achieving sales targets consistently.
- Ability to quickly build rapport, primarily via phone-based communication.