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.

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