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Associate Financial Advisor II at LPL Financial - ApplyBlast

Associate Financial Advisor II

LPL Financial

3 days ago

3.5 on Glassdoor

Greensboro, North Carolina, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Associate Financial Advisor II supports senior financial advisors in delivering comprehensive financial planning and investment management services to clients, contributing to practice growth and retention. The role involves assisting with financial plan development, conducting portfolio reviews, and maintaining client records while providing exceptional service. It requires collaboration with internal teams and participation in business development and client education activities.

Responsibilities

Support senior financial advisors in delivering comprehensive financial planning and investment management services
Conduct regular performance reviews of client portfolios and discuss rebalancing needs and market conditions
Assist in business development activities including prospecting, marketing, and client seminar preparation

Skills

Qualifications

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65CFP

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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A 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.