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Wealth Associate at LPL Financial - ApplyBlast

Wealth Associate

LPL Financial

13 days ago

3.5 on Glassdoor

Dickinson, North Dakota, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Wealth Associate provides investment and practice management support to financial advisors within the Field Management organization, assisting with investment research, portfolio analysis, and financial planning activities. This role helps advisors deliver a high-quality client experience through effective research, reporting, and relationship support while developing expertise in investment strategies and practice growth initiatives. The position involves collaborating with internal partners to resolve client inquiries and maintaining accurate client records using applicable CRM and business systems.

Responsibilities

Assist financial advisors with investment research, portfolio analysis, and financial planning activities
Develop customized asset allocation recommendations and investment solutions aligned with client goals
Analyze portfolio performance reports and identify opportunities for portfolio adjustments

Skills

Qualifications

FINRA Series 7FINRA Series 66

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.