Lplfinancial
Sales Manager, Wealth Advisors Group
Company
Role
Sales Manager, Wealth Advisors Group
Location
United States of America
Job type
Full time
Posted
3 weeks ago
Salary
Job description
Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
Job Overview:
The Sales Manager, Wealth Advisors Group is a leadership role responsible for the day-to-day management, performance, and development of a team of licensed financial advisors. This role blends sales leadership, talent development, and client experience oversight, leveraging deep annuity and investment expertise to support advisor success and strong investor outcomes.
Responsibilities:
Lead, coach, and develop a team of licensed financial advisors focused on relationship deepening and sales growth
Conduct regular coaching sessions, training, and performance reviews to drive consistent achievement of sales goals
Foster a positive, collaborative sales culture grounded in integrity, accountability, and healthy competition
Monitor advisor productivity, SLAs, and key performance metrics; analyze trends and report results to leadership
Leverage annuity and investment knowledge to support advisors during client consultations and portfolio reviews
Assist with the analysis of existing annuity portfolios and product considerations
Collaborate with annuity carriers and internal partners to ensure accurate servicing and optimal client experiences
Support ongoing operational maintenance, compliance, and servicing of a large annuity client base
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
Bachelor’s degree
2+ years of people management or sales leadership experience
2+ years of investment and advisory experience, including annuity products
FINRA Series 7 and Series 66 required
Core Competencies:
Sales coaching and performance management
Data-driven decision making
Advisor development and talent retention
Preferences:
FINRA Series 9/10 (or ability to obtain within first 6 months)
Experience supporting or managing annuity-focused advisory teams
Pay Range:
$94,013-$156,689/yearCompany Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
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 @lplfinancial.com 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 (855) 575-6947.
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