Associate Financial Advisor - II

4 days ago

🇺🇸 United States – Remote

☕ Washington – Remote

Although this job is listed in Washington, this company may be open to hiring remote in other states.

💵 $59.3k - $98.8k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis

🦅 H1B Visa Sponsor

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LPL Financial

WebsiteLinkedInAll Job Openings

Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

Description

• Building value-added relationships with clients and developing tailored financial solutions. • Help clients grow and protect assets to achieve financial goals. • Analyze client financial data and assist in developing investment strategies. • Prepare and review client communications and account documents. • Adhere to compliance and legal requirements. • Assist with client prospecting and marketing efforts. • Attend coaching sessions to enhance sales skills and industry knowledge.

Requirements

• Proven track record of success in investment sales. • Bachelor’s degree (preferably in Finance or similar field). • Strong knowledge of financial products and skills necessary to execute the outlined business model. • Licenses (preferred or must obtain within six months of hire): FINRA Series 7 • FINRA Series 66 (preferred) or Series 63

Benefits

• 401K matching • health benefits • employee stock options • volunteer time off • sales incentive compensation