Wealth Associate: Advisor Support & Portfolio Insights

LPL Financial; Spokane (WA); On-site; USD 73,000 - 122,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Volunteer time off

Job summary

LPL Financial is seeking a Wealth Associate for Fulcrum Financial Group in Spokane to support financial advisors with investment research, portfolio analysis, and financial planning materials. The role emphasizes accurate reporting and client-focused service while helping advisors grow their practices.

The ideal candidate will have active FINRA Series 7 and 66 licenses, 2+ years in client service within financial services, and a bachelor’s degree in Finance or related fields.

Qualifications

• Active FINRA Series 7 and Series 66 licenses.
• 2+ years of client service experience, preferably within financial services, wealth management, banking, or a related industry.
• Bachelor's degree in Finance, Business Administration, Economics, or a related field.

Responsibilities

• Assist financial advisors with investment research, portfolio analysis, and financial planning activities.
• Develop and support customized asset allocation recommendations and investment solutions aligned with client goals and objectives.
• Analyze portfolio performance reports and identify opportunities for discussion or potential portfolio adjustments by financial advisors.
• Prepare client-facing investment reports, financial planning materials, and presentation content.
• Support advisor business development and client relationship management activities.
• Conduct business analytics and reporting to support practice growth initiatives and operational effectiveness.
• Research market, industry, and investment-related information to support advisor recommendations.
• Maintain accurate client records and documentation utilizing applicable CRM and business systems.
• Collaborate with internal partners and stakeholders to resolve client inquiries and support advisor needs.
• Contribute to delivering a positive and consistent client experience through responsive and professional service.

Skills

Investment research

Client service

Portfolio analysis

Financial planning

Education

Bachelor's degree required

Job description

LPL Financial is seeking a Wealth Associate for Fulcrum Financial Group in Spokane to support financial advisors with investment research, portfolio analysis, and financial planning materials. The role emphasizes accurate reporting and client-focused service while helping advisors grow their practices.

The ideal candidate will have active FINRA Series 7 and 66 licenses, 2+ years in client service within financial services, and a bachelor’s degree in Finance or related fields.