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Wealth Management Client Services Associate

Job in Trenton, Mercer County, New Jersey, 08628, USA
Listing for: LPL Financial LLC
Full Time position
Listed on 2026-07-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below

LPL Financial Holdings Inc. is seeking an in-office support role in Bridgewater, NJ, to assist Financial Advisors with daily client service and account management. You will respond to inquiries, process instructions, and contribute to process improvements and digital adoption.

The role emphasizes collaboration, accuracy, and timely execution, with licensing prospects (SIE, Series 7, 66) encouraged. Join a team dedicated to supporting advisors and clients while advancing wealth management

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Position Requirements
10+ Years work experience
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