Wealth Associate: Advisor Support & Portfolio Insights
Listed on 2026-10-07
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management, Financial Sales
LPL Financial is seeking a Wealth Associate for Fulcrum Financial Group in Spokane to support financial advisors with investment research, portfolio analysis, and financial planning materials. The role emphasizes accurate reporting and client-focused service while helping advisors grow their practices.
The ideal candidate will have active FINRA Series 7 and 66 licenses, 2+ years in client service within financial services, and a bachelor’s degree in Finance or related fields.
Join us at LPL Financial as our next Wealth Associate:
Advisor Support & Portfolio Insights in Spokane, WA, United States.
For the Wealth Associate:
Advisor Support & Portfolio Insights position at LPL Financial, we are reviewing applications now.
Step into the Wealth Associate:
Advisor Support & Portfolio Insights role at LPL Financial in Spokane, WA, United States and grow with us.
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