Wealth Management Client Services Associate
Job in
Everett, Snohomish County, Washington, 98213, USA
Listed on 2026-07-20
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
LPL Financial Holdings Inc. is seeking a full-time in-office role to support Financial Advisors within our Employee Advisor Model. You will interact daily with advisors and clients, handle transactions and onboarding, and help maintain accurate records across branches.
This position emphasizes strong communication, detail orientation, and collaboration with internal teams to improve efficiency while delivering exceptional service. Travel to local branches is required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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