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Wealth Associate
LPL Financial - Chesterfield, MO
posted 3 months ago
About the position
The Wealth Associate at LPL Financial plays a crucial role in providing investment and relationship management support to financial advisors. This position involves assisting advisors in managing their practices, contributing to business development, and ensuring that clients receive personalized financial guidance. The Wealth Associate is expected to perform various research and reporting tasks to meet the needs of end-clients, while also maintaining a strong focus on customer service and adaptability in a dynamic work environment.
Responsibilities
- Assist Financial Advisors in presenting total wealth management solutions and deliver financial planning.
- Participate in portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change.
- Support client relationship building and effective service model execution.
- Deliver and launch sales process discipline, helping to prospect for new business and expand client relationships.
- Perform business analytics as needed to support financial advisors in the growth of the business.
- Assist with various documentation requirements for new business.
- Keep client management systems up-to-date with client information.
Requirements
- FINRA Series 7 & Series 66
- Bachelor's degree or equivalent in Finance or Business Administration
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Ability to analyze and research information with a logical approach to problem solving.
Nice-to-haves
- 5 years of experience in wealth management, within the finance sector preferred.
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
