Associate Financial Advisor I

LPL Financial•Spokane, WA

46d•$54,700 - $91,100

About The Position

As an Associate Financial Advisor I with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane’s picturesque South Hill, you will work alongside a successful Advisor team and learn first hand the business of becoming a financial advisor. Successful candidates will demonstrate a passion for helping others turn life’s aspirations into financial realities and possess a service and detail-oriented mindset. They will enjoy building relationships, shaping unique solutions, and being active in their local community. You will have access to a network of knowledgeable industry professionals, mentors, and resources designed to support your development and help you reach your full potential. This is a unique opportunity for a driven professional who is passionate about client service, financial planning, and growing within a collaborative, high-performing team environment.

Requirements

2+ years of applicable professional experience and/or experience working in a professional sales or entrepreneurial setting
Bachelor’s degree
Ability to obtain Series 7 and 66 licenses within the first 120 days of employment.

Nice To Haves

High attention to detail and desire to deliver superior client service.
Entrepreneurial spirit and self-motivation to succeed.
Ability to multi-task with high degree of accuracy
Ability to learn and accept standard operating procedures and compliance regulations.
Ability to quickly learn new technologies and software programs.
Strong analytical and communication skills

Responsibilities

Build referral pipelines and develop strong partnerships to help develop and grow client relationships
Analyze financial data received from clients to develop strategies to meet their goals.
Ability to prepare all appropriate forms and documents for customer accounts.
Develop, institute, and maintain programs relating to new business development and sales promotions
Handle customer inquiries and issues.
Execute customer mailing campaigns, seminars, and other sales generating ideas.
Provide general administrative support.
Maintain accurate client files.
Adhere to all Compliance and Legal requirements.
Schedule appointments and prepare for meetings.
Participation in classroom learning sessions (virtual and in-person)
Apprenticeship, mentoring, and coaching sessions with a mentor advisor and other industry professionals
Attend sales meetings and assist with client prospecting and marketing.
Attend coaching sessions and training events to improve sales skills and industry knowledge
Process trades under direction of the mentor financial advisor.