Wealth Associate

LPL Financial•Rockville, MD

1d•$80,443 - $134,003

About The Position

The primary role of the Wealth Associate is to provide investment support to an advisor or team of advisors, including all daily, monthly, and annual research and reporting tasks to support the end-client's needs. The Wealth Associate helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients through their support role. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Requirements

5+ years of experience in client service, within the finance sector preferred
Bachelor's degree or equivalent
Series 7 and Series 66

Nice To Haves

Organized with a strong attention to detail and problem-solving abilities
Analytical and logical approach to problem solving
Effective oral and written communication; able to explain complex information clearly and simply
Time management skills with the ability to handle multiple projects and deadlines
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Ability to analyze and research information
Prior customer service experience (financial services background preferred)
Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications

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 as needed to support financial advisors in the growth of the business
Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change