Wealth Associate: Investment Insights & Client Growth

LPL Financial LLC

Spokane (WA)

On-site

USD 73,000 - 122,000

Full time

14 days+

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Benefits offered by this job

401K matching

Health benefits

Employee stock options

Volunteer time off

Discretionary bonus eligibility

Job summary

LPL Financial in Spokane, WA, is seeking a Wealth Associate to support financial advisors with investment research, portfolio analysis, and planning materials, helping clients pursue their financial goals. You will develop asset allocation recommendations, analyze portfolio performance, and prepare client-facing reports while maintaining accurate records in CRM systems.

Strong attention to detail and client service skills are essential.

Qualifications

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