Wealth Strategy & Analytics Associate

LPL Financial; Dickinson (ND); Sur place; USD 73 000 - 122 000; Plein temps

Avantages offerts par ce poste

401K matching

Health benefits

Employee stock options

Paid time off

Résumé du poste

LPL Financial is seeking a Wealth Associate to provide investment and practice management support to financial advisors within the Field Management organization. You will assist with investment research, portfolio analysis, asset allocation recommendations, and financial planning support to help advisors deliver high-quality client experiences.

The role involves preparing investment reports, client materials, and analytics to support business development and client relationships, while

Qualifications

• Active FINRA Series 7 and Series 66 licenses.
• 2+ years of client service experience in financial services, wealth management, banking, or a related industry.

Responsabilités

• 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 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.

Connaissances

FINRA Series 7 license

FINRA Series 66 license

Client service

Formation

Bachelor's degree in Finance, Business Administration, Economics, or related field

Description du poste

LPL Financial is seeking a Wealth Associate to provide investment and practice management support to financial advisors within the Field Management organization. You will assist with investment research, portfolio analysis, asset allocation recommendations, and financial planning support to help advisors deliver high-quality client experiences.

The role involves preparing investment reports, client materials, and analytics to support business development and client relationships, while