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Sr. Recruitment Consultant- Partner Recruiting Team

Job ID: R-009249 Date posted: 03/20/2020 Primary Location CA-San Diego Other Locations SC-Fort Mill

The Senior Recruiting Consultant is responsible for maximizing recruiting outcomes for LPL’s affiliated banks and credit unions. 

The Senior Internal Recruiter will be part of the Business Development team and report to the VP of Partner Recruiting.  The ultimate goal of the Partner Recruiting Team is to drive incremental advisor joins to LPL via our affiliated recruiting partners through collaboration and effective utilization of resources.  Extensive phone work is instrumental for the success of the Sr. Recruiting Consultant, therefore the ability to effectively articulate over the telephone is of critical importance.

LPL has had success recruiting a wide variety of advisors into affiliated branches and institutional offices.  This success has led to LPL becoming the largest independent broker-dealer in the country and the largest provider of these services to banks and credit unions.

Essential Functions:

  • Collaborating with internal Business Consultants to identify, analyze, prioritize, and drive success with growth-minded institutions.
  • Meeting with contacts at affiliated institutions to understand strategy and resources and provide best practice consulting
  • Managing relationships with various internal and external stakeholders around recruiting strategy and execution
  • Managing a pipeline of complex engagements from start to finish with accountability for entire process
  • Developing best practices and consulting tools to drive incremental advisor joins and further enhance LPL’s competitive offering in the industry
  • Using CRM system to track and report on specific recruiting activity
  • Using CRM system to report on pipeline status across all engagements
  • Participate in weekly team meetings and 1:1’s with team leader(s)
  • Training colleagues on specific opportunities and tracking activities and communication on those opportunities


  • Bachelor’s degree in Business, Finance or related areas
  • Strong understanding and passion for the financial industry and financial planning process overall
  • Series 7, 63/65, or 66 preferred
  • Enthusiastic, polished, professional demeanor
  • 4-5 years in a sales or consulting role; financial services experience required

  • Exceptional written and verbal communication skills are required
  • Ability to quickly build rapport, both via phone and in person
  • Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters and consultants
  • Schedule flexibility including some travel
  • MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook

This is a position that requires a specific skill set rather than an “exact science” resume. The appropriate candidate could come from several backgrounds, such as:

  • Existing broker-dealer recruiter or business consultant
  • Internal or external Wholesaler (preferably with multi-channel experience)
  • Financial advisor

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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