Wealth Advisory Associate: Build Client Relationships

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

Job summary

LPL Financial in Brazoria, TX is seeking an Associate Wealth Advisor to support senior advisors with client relationships, investment research, and planning services.

You will help manage a portion of the client book, contribute to business development, and participate in portfolio reviews, meetings, and ongoing training. Strong attention to detail and client service are essential for success in this role.

Qualifications

• Proactive self-starter with strong attention to detail and problem-solving skills.
• Outstanding interpersonal skills for relationships with clients and partners.
• Ability to analyze information and solve problems with a logical approach.

Responsibilities

• Support and manage a portion of client relationships in advisor team book of business
• Deliver and launch sales process discipline to prospect for new business and expand client relationships
• Assist Advisors in presenting total wealth management solutions including investment research and planning
• Develop customized asset allocation strategies and investment solutions for clients including risk management and tax/estate planning
• Provide support for client relationship building, business development activities, and service model execution
• Perform business analytics to support advisors in growth of the business
• Participate in portfolio performance reviews and provide recommendations to advisors
• Attend sales meetings and training sessions to improve skills and knowledge

Skills

Client relationships

Customer service

Time management

CRM proficiency

Education

Bachelor's degree in Finance or Business Administration

Tools

CRM applications

Microsoft Word

Excel

PowerPoint

Job description

LPL Financial in Brazoria, TX is seeking an Associate Wealth Advisor to support senior advisors with client relationships, investment research, and planning services.

You will help manage a portion of the client book, contribute to business development, and participate in portfolio reviews, meetings, and ongoing training. Strong attention to detail and client service are essential for success in this role.