Wealth Strategy & Research Associate

LPL Financial LLC

Dickinson (ND)

In loco

USD 73.000 - 122.000

Tempo pieno

2 giorni fa

Candidati tra i primi

Generatore di candidature

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Supera i filtri ATS

Vantaggi offerti da questo lavoro

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Descrizione del lavoro

LPL Financial is seeking a Wealth Associate to support investment research, portfolio analysis, and financial planning for financial advisors within the Field Management organization. You will assist with research, reporting, and client relationship support to help advisors deliver a high-quality client experience.

The role requires active FINRA Series 7 and 66 licenses and 2+ years of client service experience, preferably in financial services.

Competenze

Active FINRA Series 7 and Series 66 licenses are required.
2+ years of client service experience in financial services or wealth management is preferred.
Experience supporting financial advisors or wealth management teams is a plus.

Mansioni

Assist financial advisors with investment research, portfolio analysis, and financial planning activities.
Develop and support asset allocation recommendations and investment solutions aligned with client goals.
Analyze portfolio performance reports and identify opportunities for discussion or adjustments by advisors.
Prepare client-facing investment reports and presentation content.
Support advisor business development and client relationship management activities.
Conduct business analytics and reporting to support growth initiatives and operational effectiveness.
Research market, industry, and investment information to support recommendations.
Maintain accurate client records using CRM and business systems.
Collaborate with internal partners to resolve inquiries and support advisor needs.