Wealth Associate
$71k/y-$118.3k/y
LPL Financial - Chesterfield, MO13 days ago
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OnsiteFull-timeMid
Summary
LPL Financial is seeking a Wealth Associate to join their team in Chesterfield, MO. The role involves providing investment and relationship management support to financial advisors.
About the Role
As a Wealth Associate, you will assist financial advisors in presenting total wealth management solutions, participate in portfolio performance reviews, provide support for client relationship building, and perform business analytics to support the growth of the business. You will also help maintain client management systems and assist with documentation requirements for new business.
About You
Required:
- FINRA Series 7 & Series 66
- Bachelor's degree or equivalent in Finance or Business Administration
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Ability to analyze and research information with a logical approach to problem solving
Preferred:
- 5 years of experience in wealth management, within the finance sector preferred
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
LPL Financial - Chesterfield, MO
No matter where you are in life, whether you have just started planning for retirement or are fully retired, you have a few aspirations. But let's face it, you're busy - and you should spend your free time focusing on the things you love! We are here to help. Our mission is to guide you so that you can pursue your financial goals. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: www.lplmycfo.com Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org / www.sipc.org
Chesterfield, MO