Associate Wealth Advisor: Client Growth & Research

LPL Financial; Freeport (TX); On-site; USD 59,000 - 70,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

LPL Financial in the United States is seeking an Associate Wealth Advisor to provide investment and relationship management support to a senior advisor or team, including research, reporting, and client service to meet end-client needs.

You will help maintain and grow your assigned book of business, support business development activities, participate in portfolio reviews, and assist with financial planning and investment solutions while pursuing required licenses.

Qualifications

• Proactive self-starter with strong attention to detail and problem-solving skills.
• Outstanding interpersonal skills and ability to build client relationships.
• Ability to analyze information and solve problems logically.
• Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint.
• 3 years of experience in client service in finance preferred.
• Bachelor's degree in Finance or Business Administration preferred.

Responsibilities

• Support and manage a portion of client relationships in advisor team book of business.
• Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships.
• Assist Financial Advisors in presenting total wealth management solutions including investment research and financial planning.
• Develop customized asset allocation strategies and investment solutions for clients including risk management and tax/estate planning.
• Provide support for overall client relationship building, business development activities, and service model execution.
• Perform business analytics as needed to support financial advisors in growth of the business.
• Participate in portfolio performance reviews; analyze performance and make recommendations to advisors.
• Attend sales meetings and assist with client prospecting and marketing.
• Attend coaching sessions and training events to improve sales skills and industry knowledge.

Skills

Client relationship management

Analytical skills

Attention to detail

Time management

Effective communication

Education

Bachelor's degree in Finance or Business Administration

Tools

CRM software

Microsoft Word

Microsoft Excel

PowerPoint

Job description

LPL Financial in the United States is seeking an Associate Wealth Advisor to provide investment and relationship management support to a senior advisor or team, including research, reporting, and client service to meet end-client needs.

You will help maintain and grow your assigned book of business, support business development activities, participate in portfolio reviews, and assist with financial planning and investment solutions while pursuing required licenses.