Junior Financial Advisor — Mentored Growth Path

LPL Financial LLC; Kennewick (WA); On-site; USD 55,000 - 91,000; 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 Kennewick, WA, is seeking motivated individuals to join its apprenticeship program to become a financial advisor. You will learn from an experienced advisor, access a network of mentors, and build client relationships while developing your own practice.

The role emphasizes service, relationship-building, and collaboration in a fast-paced team setting. Required: a Bachelor's degree, 1+ years in sales or professional setting, attention to detail, and proficiency with

Qualifications

• 1+ years of applicable professional experience and/or experience working in a professional sales or entrepreneurial setting.
• Bachelor’s degree
• High attention to detail and desire to deliver superior client service.
• Entrepreneurial spirit and self-motivation to succeed.
• Ability to multi-task with high degree of accuracy
• Ability to learn and accept standard operating procedures and compliance regulations.
• Proficiency with Microsoft Office
• Ability to quickly learn new technologies and software programs.
• Strong analytical and communication skills

Responsibilities

• Build referral pipelines and develop strong partnerships to help develop and grow client relationships.
• Analyze financial data received from clients to develop strategies to meet their goals.
• Ability to prepare all appropriate forms and documents for customer accounts.
• Develop, institute, and maintain programs relating to new business development and sales promotions
• Handle customer inquiries and issues.
• Execute customer mailing campaigns, seminars, and other sales generating ideas.
• Provide general administrative support.
• Maintain accurate client files.
• Adhere to all Compliance and Legal requirements.
• Schedule appointments and prepare for meetings.
• Participation in classroom learning sessions (virtual and in-person)
• Apprenticeship, mentoring, and coaching sessions with a mentor advisor and other industry professionals
• Attend sales meetings and assist with client prospecting and marketing.
• Attend coaching sessions and training events to improve sales skills and industry knowledge
• Process trades under direction of the mentor financial advisor.

Skills

Collaboration

Client service

Attention to detail

Multi-tasking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

LPL Financial Holdings Inc. in Kennewick, WA, is seeking motivated individuals to join its apprenticeship program to become a financial advisor. You will learn from an experienced advisor, access a network of mentors, and build client relationships while developing your own practice.

The role emphasizes service, relationship-building, and collaboration in a fast-paced team setting. Required: a Bachelor's degree, 1+ years in sales or professional setting, attention to detail, and proficiency with