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Associate Wealth Advisor Relationships & Planning
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-06-18
Listing for:
LPL Financial
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
LPL Financial is seeking an Associate Wealth Advisor in Bellevue, Washington. This role involves providing investment and relationship management support to senior advisors. Candidates must be detail-oriented and possess outstanding customer service skills. Responsibilities include managing client relationships, delivering sales processes, and developing customized investment strategies.
The ideal candidate will have a bachelor's degree in Finance or Business Administration, along with relevant experience in client service within the finance sector.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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