Wealth Associate

Responsibilities

• Assist Financial Advisors in investment research and financial planning
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and business development activities
• Perform business analytics as needed to support financial advisors in the growth of the
• business
• Analyze and interpret portfolio performance reviews and make recommendations to
• financial advisors for potential change
• What are we looking for?

Requirements

• 5+ years of experience in client service, within the finance sector preferred
• Bachelor's degree or equivalent
• Series 7 and Series 66
• Preferences:
• Organized with a strong attention to detail and problem-solving abilities
• Analytical and logical approach to problem solving
• Effective oral and written communication; able to explain complex information clearly
• and simply
• Time management skills with the ability to handle multiple projects and deadlines
• Outstanding interpersonal skills with the ability to build and foster relationships with
• clients, coworkers, and internal/external partners
• Ability to analyze and research information
• Prior customer service experience (financial services background preferred)
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
• Pay Range:
• $80,443.00 - $134,003.00
• Company Overview:
• For further information about LPL, please visit www.lpl.com .
• 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

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: The primary role of the Wealth Associate is to provide investment support to an advisor or team of advisors, including all daily, monthly, and annual research and reporting tasks to support the end-client's needs. The Wealth Associate helps the advisor maintain his or her practice and deliver positive results for the advisor's clients through their support role. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

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