Wealth Strategy & Research Associate

LPL Financial LLC; Greensboro (NC); On-site; USD 73,000 - 122,000; Full time

Job summary

LPL Financial LLC is seeking a Wealth Associate in Greensboro, NC to provide investment support to a team of advisors and ensure timely research, reporting, and client service. The role supports daily and annual tasks essential to client outcomes while helping expand advisor practices and client relationships.

The position requires strong collaboration, integrity, and a drive to help clients succeed. A finance background and relevant licenses are preferred to excel in a fast-paced, team-oriented

Qualifications

• 5+ years of experience in client service, within the finance sector preferred.
• Bachelor's degree or equivalent.
• Series 7 and Series 66 required.
• Excellent written and verbal communication; able to explain complex information clearly.

Responsibilities

• Assist Financial Advisors in investment research and financial planning.
• Develop customized asset allocation strategies and investment solutions for clients.
• Provide support for client relationship building and business development activities.
• Perform business analytics to support financial advisors in growth.
• Analyze and interpret portfolio performance reviews and make recommendations to advisors.

Skills

Client service

Communication

Analytical thinking

Time management

Interpersonal skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Excel

PowerPoint

CRM applications

Job description

LPL Financial LLC is seeking a Wealth Associate in Greensboro, NC to provide investment support to a team of advisors and ensure timely research, reporting, and client service. The role supports daily and annual tasks essential to client outcomes while helping expand advisor practices and client relationships.

The position requires strong collaboration, integrity, and a drive to help clients succeed. A finance background and relevant licenses are preferred to excel in a fast-paced, team-oriented