Business Development Associate
LPL Financial
Austin, TX0–2 yrs2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- SalesRecruitingSocial mediaSalesforceExcelMicrosoft Office
- Work
- On-site in Austin
- Pay
- $55.15K–$91.9K a year
- Skill demand
- Sales100%Salesforce43%Recruiting11%of 28 similar entry-level jobs posted in the US this week
- Listed
- Oct 28, 2026 · still open
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About the Role
The Business Development Associate (BDA) at LPL Financial is responsible for driving Financial Advisor lead flow to the Advisor Recruiting team to increase sales. This involves 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).
Key Responsibilities
- Prospect financial advisors to gauge/create interest in meeting with an LPL recruiter.
- Use the news cycle, territory makeup, and direction from 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 (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 to qualify for the next level opportunity as an Internal Regional Director.
Requirements & Tech Stack
- Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters.
- Sales experience or a similar related degree.
- 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.
Preferences
- Must be in office 3 days a week (Tuesday - Thursday).
Pay and Benefits
- Pay Range: $55,150.00 - $91,900.00 (inclusive of base salary and potential sales incentive compensation).
- LPL Total Rewards package includes 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.