Associate Financial Advisor — Client-Centric Growth

LPL Financial LLC; Greensboro (NC); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial Holdings Inc. in Greensboro, NC, is seeking an Associate Financial Advisor to support senior advisors in delivering comprehensive financial planning and investment management.

You will help with client meetings, portfolio reviews, and campaign activities while expanding knowledge of products, regulations, and client service standards. This role emphasizes teamwork and proactive client engagement.

Qualifications

• Excellent communication (written and verbal) and interpersonal skills.
• Bachelor's degree required.
• Prior experience in financial services or client support is preferred.

Responsibilities

• Assist senior financial advisors in developing and delivering financial plans and investment strategies.
• Meet with prospective clients to understand goals and assess needs.
• Conduct regular reviews of client portfolios and discuss performance and market conditions.
• Maintain accurate client records in the CRM system.
• Respond to client inquiries and escalate complex issues as needed.
• Stay informed on market trends, products, and regulations.
• Collaborate with internal teams to ensure seamless client service delivery.
• Support business development activities, including prospecting and seminars.
• Participate in client educational events and workshops.
• Lead marketing efforts by partnering with the LPL marketing team.

Skills

Communication skills

Detail oriented

Team collaboration

Education

Bachelor's degree

Tools

CRM software

Microsoft Office Suite

Job description

LPL Financial Holdings Inc. in Greensboro, NC, is seeking an Associate Financial Advisor to support senior advisors in delivering comprehensive financial planning and investment management.

You will help with client meetings, portfolio reviews, and campaign activities while expanding knowledge of products, regulations, and client service standards. This role emphasizes teamwork and proactive client engagement.