Wealth Advisory Support Specialist

LPL Financial; Greensboro (NC); On-site; USD 73,000 - 122,000; Full time

Job summary

LPL Financial seeks a Wealth Associate to provide investment support to an advisor or team of advisors, handling daily, monthly and annual research and reporting to support end-clients. You will assist with investment research, asset allocation strategies, client relationships and business development in a fast-paced, team-oriented environment.

The ideal candidate has strong attention to detail, excellent customer service skills, and adaptability to change.

Qualifications

• 5+ years of client service experience in finance
• Bachelor's degree or equivalent
• Series 7 and Series 66

Responsibilities

• Assist Financial Advisors in investment research and financial planning
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and business development activities
• Perform business analytics to support financial advisors
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors

Skills

Attention to detail

Customer service

Adaptability

Teamwork

Communication

Finance background

Education

Bachelor's degree or equivalent

Tools

CRM software

MS Office

Job description

LPL Financial seeks a Wealth Associate to provide investment support to an advisor or team of advisors, handling daily, monthly and annual research and reporting to support end-clients. You will assist with investment research, asset allocation strategies, client relationships and business development in a fast-paced, team-oriented environment.

The ideal candidate has strong attention to detail, excellent customer service skills, and adaptability to change.