Associate Wealth Advisor - Salal Credit Union
LPL Financial(1 day ago)
About this role
An Associate Wealth Advisor supports investment and relationship management for clients, assisting senior advisors and managing their own client books. They contribute to business development, client service, and financial planning tasks within a wealth management team.
Required Skills
- Financial Planning
- Investment Research
- Client Relationship Management
- Asset Allocation
- Financial Analysis
- CRM
- Microsoft Excel
- Sales Support
- Portfolio Review
- Business Development
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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