Sr. Recruiting Consultant

LPL Financial Holdings, Inc.$70K — $118K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of recruiting or sales experience, preferably in financial services
  • Demonstrated success in achieving sales targets
  • Strong verbal and written communication skills
  • Ability to build rapport quickly over phone
  • Commitment to high standards of customer service
  • Experience with MS Office and Salesforce
  • Knowledge of financial advisory principles

Responsibilities

  • Develop and maintain a recruiting pipeline for internal candidates
  • Source and engage external advisor candidates through outreach
  • Achieve outreach goals and maintain lead follow-up
  • Lead recruiting campaigns based on industry trends
  • Articulate the benefits of FRG and IAN affiliation
  • Track KPIs using Salesforce.com
  • Conduct virtual meetings to assess advisor fit
  • Collaborate with VP of Enterprise Advisor Recruiting
  • Schedule and manage advisor visits to FRG and IAN
  • Identify placement opportunities with Business Consultants

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
  • Supportive work-life balance initiatives
Full Job Description

Job Overview

As theSenior Recruiter, youll play a vital role in executing recruitment strategies that drive the growth and success of Financial Resources Group (FRG)in the Independent Advisor Network (IAN)affiliation modelof LPL Financial.Youll be responsible foridentifying, engaging, and attracting top financial advisor talentbothinternally and externally, while effectively communicatingourFRGand LPLIAN modelsunique value proposition.

Reporting to theVP of Enterprise Advisor Recruiting, youll be akey liaison between FRG, IAN, LPL Financial, and prospectivecandidates.You will have multiple business development priorities focused on twomaincandidate pools:existing LPL advisors seeking more supportfortheir business through the FRG/IAN value proposition, and outside advisors joining the FRG / IAN business model.You will build relationships, guide candidates through the recruitmentlife cycle, and ensure an exceptionalcandidateexperience.You will alsocollaborate closely with cross-functional teams to support broader business development goals and maintain a strong, proactive recruiting pipeline.

Responsibilities:

  • Develop, manage, andmaintain a robust recruiting pipelineof internal LPLadvisorcandidates through outreach initiatives driven at the firm level

  • Prospect, source,and engageoutsideadvisorcandidatesthrough outboundcoldcalls, campaigns, and responses to internal leads

  • Achievetargetoutreachgoalsand maintain consistent follow-up with leads

  • Lead outreach campaigns aligned withthe goals ofFRGandIAN; actively monitoring and analyzing emerging trends, developments, and players across the industry landscapeto generate recruiting opportunities

  • Clearly articulate the benefits ofaffiliationwith FRG andIAN, including business models, policies, and platform advantages

  • Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results

  • Conduct virtual meetings to evaluate advisor business models and assess culturalfitand strategicalignment

  • Collaborate with theVP of Enterprise Advisor Recruitingto evaluate advisors and their business

  • Schedule, support,manage,and attend virtual and livedue diligence visits to the FRGand IANto address advisor questions and concerns

  • Partner with Business Consultants to identify placement opportunitiesacross the IAN network of offices

  • Partner with senior members of the recruiting team for large recruiting opportunities

What are we looking for?

We want strong collaborators who can delivera world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, andare able toexecute in a way that encourages creativity and continuous improvement.

Requirements:

  • Minimum of5years of recruiting or sales experience, ideally within the financial services or wealth management industry

  • Highly motivated and resilient by achieving sales targets consistently

Core Competencies:

  • Excellent verbal and written communication skills, with the ability to connect across all levels

  • Ability to quickly build rapport, primarily viaphone-basedcommunication

  • Demonstrated commitment to high standards of customer service, timeliness, and quality

  • Professional, dependable, and discreet; able to handle confidential information with care

  • Proven ability to resolve issues,solve problems, and remain positive under pressure

  • Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook,Quickbase, Smartsheet

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

Preferences:

  • Bachelors degree in Business, Finance or related areas


Pay Range:

$70,967.00 - $118,347.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play 6 such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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