Associate Financial Advisor

Responsibilities

• In this role, your primary responsibility is to help clients grow and protect their assets to achieve their financial goals including, but not limited to:
• Funding for a secure retirement
• Funding for a child's or grandchild's education
• Build referral pipelines and develop strong partnerships to help develop and grow client relationships
• Analyze financial data received from clients and assist with the development of investment strategies to meet their goals
• Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.
• Prepare and review client communications as well as forms and documents needed for customer accounts
• Adhere to all Compliance and Legal requirements
• Schedule appointments and prepare for meetings, answer routine client questions
• Attend sales meetings and assist with client prospecting and marketing
• Attend coaching sessions and training events to improve sales skills and industry knowledge
• Lead efforts to understand and then utilize new tools and resources to improve team productivity (e.g., new technology, platform enhancements)
• What are we looking for?

Requirements

• Bachelor's degree or equivalent working experience
• 3+ years of direct client experience within the financial services industry
• FINRA Series 7 and Series 66 (or Series 63 and 65) licenses
• Core Competencies:
• Strong understanding of financial planning principles, investment products, and retirement solutions.
• Excellent communication (written and verbal) and interpersonal skills.
• Highly organized with strong attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
• Demonstrated ability to work independently and collaboratively in a fast-paced environment.
• Client-centric mindset with a commitment to delivering outstanding service.
• Preferences:
• Life, Accident & Health insurance licenses preferred
• CFP preferred but not required
• Pay Range:
• 74,700.00 - 124,500.00
• Company Overview:

Benefits

Additional Information

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane's picturesque South Hill, you will work alongside a successful Advisor team to continue building your business and advancing your career toward becoming a Financial Advisor. In this role, you will support the delivery of personalized financial advice, comprehensive planning, and investment management solutions, while contributing to strong client relationships and the firm's continued growth. You will have access to a network of knowledgeable industry professionals, mentors, and resources designed to support your development and help you reach your full potential. This is a unique opportunity for a driven professional who is passionate about client service, financial planning, and growing within a collaborative, high-performing team environment.

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