Wealth Associate
LPL Financial · Spokane WA, United States · 3d ago
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Are you passionate about helping financial advisors deliver exceptional client outcomes through investment research, portfolio analysis, and financial planning support? The Wealth Associate plays a critical role in supporting advisors with the analytical insights, client service, and operational excellence needed to grow and maintain successful wealth management practices.
This position offers the opportunity to work closely with advisors and clients while developing expertise in investment strategies, portfolio management, financial planning, and practice growth initiatives.
Job Overview:
As a Wealth Associate 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. 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.
Responsibilities:
- Assist financial advisors with investment research, portfolio analysis, and financial planning activities.
- Develop and support customized asset allocation recommendations and investment solutions aligned with client goals and objectives.
- Analyze portfolio performance reports and identify opportunities for discussion or potential portfolio adjustments by financial advisors.
- Prepare client-facing investment reports, financial planning materials, and presentation content.
- Support advisor business development and client relationship management activities.
- Conduct business analytics and reporting to support practice growth initiatives and operational effectiveness.
- Research market, industry, and investment-related information to support advisor recommendations.
- Maintain accurate client records and documentation utilizing applicable CRM and business systems.
- Collaborate with internal partners and stakeholders to resolve client inquiries and support advisor needs.
- Contribute to delivering a positive and consistent client experience through responsive and professional service.
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.
Requirements:
- Active FINRA Series 7 and Series 66 licenses.
- 2+ years of client service experience, preferably within financial services, wealth management, banking, or a related industry
Preferences:
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Experience supporting financial advisors, wealth management teams, or investment professionals.
- Knowledge of portfolio management concepts, asset allocation strategies, and financial planning principles.
- Experience preparing investment presentations and client review materials.
- Familiarity with advisor practice management and business development support activities.
Pay Range:
$73,130.00 - $121,849.00Company 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 the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26