Business Exit Planning Associate

Job Summary

Supporting high-net-worth financial advisors, the full-time Business Exit Planning Associate will manage the development and delivery of business exit planning services, including strategy development and client education, while collaborating with various teams and maintaining a referral network.

Key responsibilities:

• Establish and collaborate with a community of LPL Advisors to build a pipeline of investment banking referrals
• Contribute to maintaining and expanding the team's referral network of high-net-worth service providers
• Proactively source leads through LPL advisors for qualified business owners ready for sale or scale

Required qualifications:

• Bachelor's degree
• Minimum of 5 years' experience in financial services or financial sales
• Strong personal financial planning knowledge and understanding of financial services products
• Experience servicing the needs of affluent and institutional clients
• Proficiency in MS Office and Salesforce