Job Description
Job Overview:
As an Associate Financial Advisor, you’ll work alongside a successful LPL Advisor to continue to build your business and become a Financial Advisor with the ability to deliver advice, planning, and investment management support. You’ll have access to a network of knowledgeable industry professionals, mentors, and resources to help ensure you reach your full potential as you move into the role of a Financial Advisor.
Responsibilities:
In this role, your primary responsibility is to help clients grow and protect their assets to achieve their financial goals including, but not limited to:
Funding for a secure retirement
Funding for a child’s or grandchild’s education
Build referral pipelines and develop strong partnerships to help develop and grow client relationships
Analyze financial data received from clients and assist with the development of investment strategies to meet their goals...