Wealth Associate — Investment Research & Client Service Job Rockville area,Maryland USA,Finance & Banking

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.

Job Overview:

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 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

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:

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

Preferences:

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

Pay Range:

$80,443.00 - $

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

Company 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…