Associate Wealth Advisor: Grow Client Relationships

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

Job summary

LPL Financial LLC is seeking an Associate Wealth Advisor in Texas to support senior advisors with client relationships, investment research, and wealth management planning. The role involves preparing reports, assisting in business development, and managing a portion of the client book of business.

The ideal candidate has strong attention to detail, excellent customer service skills, and the ability to adapt to a changing work environment.

Qualifications

• Proactive self-starter with attention to detail.
• Strong time management with competing priorities.
• Excellent interpersonal skills for client relations.
• Experience in client service within finance is 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.

Skills

CRM proficiency

MS Office suite

Financial analysis

Relationship management

Time management

Client service

Education

Bachelor's degree in Finance or Business Administration

Job description

LPL Financial LLC is seeking an Associate Wealth Advisor in Texas to support senior advisors with client relationships, investment research, and wealth management planning. The role involves preparing reports, assisting in business development, and managing a portion of the client book of business.

The ideal candidate has strong attention to detail, excellent customer service skills, and the ability to adapt to a changing work environment.