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.
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?
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:
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
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
