Associate Financial Advisor II
LPL Financial
About this role
The Associate Financial Advisor at LPL Financial will support senior financial advisors in providing comprehensive financial planning and investment management services to clients, contributing to the growth and retention of the practice. They will assist in developing and implementing financial plans, meeting with prospective clients, and conducting performance reviews of client portfolios.
Skills
Qualifications
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$57k – $76k
per year