Wealth Management Client Services Associate

LPL Financial LLC; Washington; Hybrid; USD 49,000 - 81,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking a full-time in-office role to support Financial Advisors within our Employee Advisor Model. You will interact daily with advisors and clients, handle transactions and onboarding, and help maintain accurate records across branches.

This position emphasizes strong communication, detail orientation, and collaboration with internal teams to improve efficiency while delivering exceptional service. Travel to local branches is required.

Qualifications

• 1+ year in financial industry, preferably wealth management.
• 1+ year in client service with strong communication.
• Willingness to travel to local branches.
• Licensing preferences: SIE, Series 7 and 66.
• Proficiency with Microsoft Office suite.

Responsibilities

• Communicate daily with advisors and clients, owning inquiries and timely resolution.
• Handle account requests, educate on services and technology.
• Manage onboarding, maintain records, collaborate with internal teams.
• Monitor account activity, support audits and cost-reduction projects.
• Provide administrative support including scheduling and preparing materials.

Skills

Financial industry experience

Client service

Communication skills

Attention to detail

Organizational skills

Oral and written communication

Interpersonal skills

Time management

Analytical thinking

Problem solving

Self-motivation

Tools

Outlook

Word

Excel

Job description

LPL Financial Holdings Inc. is seeking a full-time in-office role to support Financial Advisors within our Employee Advisor Model. You will interact daily with advisors and clients, handle transactions and onboarding, and help maintain accurate records across branches.

This position emphasizes strong communication, detail orientation, and collaboration with internal teams to improve efficiency while delivering exceptional service. Travel to local branches is required.