Associate Wealth Advisor: Growth, Research & Solutions

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

Job summary

LPL Financial's Associate Wealth Advisor role in Bay City, Texas supports senior advisors with investment research, client relationships, and business development. You will help manage a portion of the client book, assist in presenting wealth management solutions, and contribute to strategic growth in a fast-paced environment.

The ideal candidate has strong attention to detail, excellent customer service, and adapts to changing work demands.

Qualifications

• Proactive self-starter with strong attention to detail and problem-solving skills.
• Outstanding interpersonal skills to build and foster client relationships.
• Ability to analyze and research information with a logical problem-solving approach.
• Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint.
• 3 years of client service experience in the finance sector preferred.
• Bachelor's degree or equivalent 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 with investment research, selection of investments, and overall financial planning.
• Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning.
• Provide support for overall client relationship building, business development activities, and effective service model execution.
• Perform business analytics to support financial advisors in the 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 to improve sales skills and industry knowledge.

Skills

Client relationship skills

Interpersonal skills

Problem solving

Time management

Education

Bachelor's degree in Finance or Business Administration

Tools

CRM applications

Microsoft Word

Microsoft Excel

PowerPoint

Job description

LPL Financial's Associate Wealth Advisor role in Bay City, Texas supports senior advisors with investment research, client relationships, and business development. You will help manage a portion of the client book, assist in presenting wealth management solutions, and contribute to strategic growth in a fast-paced environment.

The ideal candidate has strong attention to detail, excellent customer service, and adapts to changing work demands.