Associate Financial Advisor - Kennewick,WA

LPL Financial•Kennewick, WA

1d•Onsite

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: We are looking for a dynamic and personable individual to join our team as an Associate Financial Advisor. The role will have the candidate providing holistic financial planning and detailed investment management services to clients. The role will also require the candidate to support our senior trader during periods of high-trading volumes. This full-time employment opportunity is located in Kennewick, Washington and would allow you to support Cornerstone Wealth Strategies Financial Advisors associated with LPL Financial. The financial advisors operate under our Employee Advisor Model. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping the people and families that look to our Financial Advisors for financial solutions. You will be required to be on site at Cornerstone Wealth Strategies supporting the advisors and office. About Cornerstone Wealth Strategies Cornerstone Wealth Strategies is a financial planning and investment management firm located in Kennewick, Washington. As a boutique firm, we specialize in providing comprehensive, personalized financial planning and wealth management services. Our team of fifteen advisors and support staff operates in a highly efficient, team‑oriented environment designed to deliver a unique and deeply client‑focused experience. As we continue to expand, we are looking for talented professionals who share our commitment to excellence. What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below!

Requirements

FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
2+ years of experience in the financial services industry, preferably in a client-facing or support role.
Bachelor's degree.
Exceptional interpersonal skills with the ability to build and foster relationships with clients and coworkers.
Strong understanding of financial planning principles, investment products, and retirement solutions.
Highly organized with strong attention to detail and ability to manage multiple priorities.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
Demonstrated ability to work independently and collaboratively in a fast-paced environment.

Nice To Haves

CFP preferred but not required.

Responsibilities

Meet with current and prospective clients to understand their financial goals by developing and implementing financial plans and investment strategies to clients.
Conduct routine reviews of client portfolios, discussing performance, rebalancing needs, and market conditions.
Assist with taking orders and submitting trades for clients.
Collaborate with internal teams to ensure outstanding client service.
Stay informed on market trends, financial products, and industry regulations.
Assist in business development activities, including prospecting, networking, and charitable involvement.