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Wealth Associate at LPL Financial - ApplyBlast

Wealth Associate

LPL Financial

4 months ago

3.5 on Glassdoor

Rockville, MD

Onsite

Full Time

Senior

0 applicants

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About this role

A Wealth Associate at LPL Financial provides comprehensive investment support to advisors, handling daily, monthly, and annual research, reporting, and portfolio performance analysis. This role assists in developing customized asset allocation strategies, supporting client relationship development, and performing business analytics to drive firm growth. The ideal candidate ensures positive client outcomes by maintaining the advisor's practice through detailed research and solution delivery.

Responsibilities

Assist Financial Advisors in investment research and financial planning
Develop customized asset allocation strategies for clients
Analyze portfolio performance reviews for advisor recommendations
Perform business analytics to support advisor growth
Support client relationship building and business development

Skills

Qualifications

Bachelor's degreeSeries 7 licenseSeries 66 license

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

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.