Wealth Management Advisor

Company Description

LPL Financial Holdings Inc. (Nasdaq: LPLA) is one of the fastest-growing wealth management firms in the U.S., supporting more than 29,000 financial advisors and around 1,100 financial institutions. With approximately $1.9 trillion in brokerage and advisory assets under its care, LPL serves the financial planning needs of over 7 million Americans. The firm offers diverse advisor affiliation models, cutting-edge investment solutions, fintech tools, and practice management services.

LPL Financial is committed to empowering financial professionals with the flexibility, tools, and resources necessary to build successful practices.

LPL Financial is seeking a Wealth Management Advisor for a full-time, on-site role at our Medford, NY location. In this role, you will work closely with clients to develop and deliver customized financial plans tailored to their individual goals. Responsibilities include providing financial and retirement planning guidance, managing investments, conducting financial analyses, and offering innovative wealth management services. You will build and maintain meaningful relationships with clients while delivering exceptional service and maintaining the highest standards of compliance and ethical practice.

• Strong expertise in Financial Planning, Retirement Planning, and Investments
• Comprehensive knowledge of Finance and Wealth Management Services
• Excellent communication and interpersonal skills to foster long‑term client relationships
• Ability to provide personalized financial advice and create tailored strategies to meet client goals
• Series 7 and 65 certifications are required
• Proven experience in financial advisory or wealth management roles
• Strong analytical and problem‑solving skills with attention to detail
• Bachelor’s degree in Finance, Accounting, Economics, or a related field

Entry level

Full-time

Finance and Sales