Junior Financial Advisor: Mentored Path to Client Impact

LPL Financial LLC; Spokane (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 (up to 16 days)

eleven paid holidays

volunteer time off

Job summary

LPL Financial is seeking an Associate Financial Advisor I with Fulcrum Financial Group in Spokane to join a dynamic, high-performing team focused on helping clients pursue their financial goals. You will learn from a successful Advisor team while delivering exceptional client service and collaborating across the office to shape personalized financial plans.

You will be part of a culture that emphasizes growth, mentorship, and community engagement, with a clear path to professional development in

Qualifications

• 2+ years of professional experience in sales or financial services.
• Bachelor’s degree required.
• Ability to obtain Series 7 and 66 licenses within 120 days.

Responsibilities

• Build referral pipelines and develop client relationships.
• Analyze financial data to develop strategies.
• Prepare forms and documents for customer accounts.
• Assist with new business development and promotions.
• Handle inquiries and service clients.
• Schedule meetings and support client onboarding.
• Participate in training and mentoring sessions.
• Process trades under mentor guidance.

Skills

Client service

Relationship building

Analytical skills

Communication

Education

Bachelor's degree

Job description

LPL Financial is seeking an Associate Financial Advisor I with Fulcrum Financial Group in Spokane to join a dynamic, high-performing team focused on helping clients pursue their financial goals. You will learn from a successful Advisor team while delivering exceptional client service and collaborating across the office to shape personalized financial plans.

You will be part of a culture that emphasizes growth, mentorship, and community engagement, with a clear path to professional development in