Wealth Associate: Advisor Support & Portfolio Insights
Listed on 2026-11-05
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant, 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.
This is a strong opening to take on the Wealth Associate:
Advisor Support & Portfolio Insights role at LPL Financial.
Step into the Wealth Associate:
Advisor Support & Portfolio Insights role at LPL Financial in Spokane, WA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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