Wealth and Retirement Associate
LPL Financial(2 months ago)
About this role
The Retirement and Wealth Associate at LPL Financial plays a vital role in supporting financial advisors while ensuring an exceptional client experience. The position focuses on administrative tasks, client relationship management, and operational support within the branch office.
Required Skills
- Client Relationship Management
- Administrative Support
- Microsoft Office
- Problem Solving
- CRM Systems
Qualifications
- 3+ Years Experience in Financial Services
- 3+ Years Experience in Retirement Plans
- Associate or Bachelor’s Degree Preferred
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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