Wealth Associate
- Employer
- LPL Financial
- Location
- Kennewick, USA
- Salary
- Competitive
- Closing date
- Mar 1, 2025
View more categoriesView less categories
- Job Function
- Accounting/Audit/Tax
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL is the place for you!
This full-time employment opportunity is located in Kennewick, Washington and would allow you to support Cornerstone Wealth Strategies Financial Advisors associated with LPL Financial. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping the people and families that look to our Financial Advisors for financial solutions. You will be required to be on site at Cornerstone Wealth Strategies supporting the advisors and office.
About Cornerstone Wealth Strategies
Cornerstone Wealth Strategies is a financial planning and investment management firm located in Kennewick, Washington. We are a boutique firm that specializes in robust planning for our clients. We currently have a team of fourteen advisors and support staff, and we continue to grow our client base as well as our firm. We work in a highly efficient team environment to provide our clients with a unique wealth management experience.
Job Description:
We are looking for a dynamic and personable individual to join our operations team and assist in servicing our existing clients. As a Wealth Associate, you will provide essential support to our team in areas such as investment, financial planning, and relationship management.
The ideal candidate will be a highly skilled and efficient professional, capable of working with meticulous attention to detail and maintaining the utmost discretion.
Responsibilities
Qualifications:
Pay Range:
$70,988-$118,313/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC1.22.25
This full-time employment opportunity is located in Kennewick, Washington and would allow you to support Cornerstone Wealth Strategies Financial Advisors associated with LPL Financial. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping the people and families that look to our Financial Advisors for financial solutions. You will be required to be on site at Cornerstone Wealth Strategies supporting the advisors and office.
About Cornerstone Wealth Strategies
Cornerstone Wealth Strategies is a financial planning and investment management firm located in Kennewick, Washington. We are a boutique firm that specializes in robust planning for our clients. We currently have a team of fourteen advisors and support staff, and we continue to grow our client base as well as our firm. We work in a highly efficient team environment to provide our clients with a unique wealth management experience.
Job Description:
We are looking for a dynamic and personable individual to join our operations team and assist in servicing our existing clients. As a Wealth Associate, you will provide essential support to our team in areas such as investment, financial planning, and relationship management.
The ideal candidate will be a highly skilled and efficient professional, capable of working with meticulous attention to detail and maintaining the utmost discretion.
Responsibilities
- Possess knowledge and demonstrate ability to partner with the Financial Advisors in presenting total wealth management solutions and opportunities to meet the needs of clients.
- Provide support for overall client relationship building, business development activities, and effective service model execution
- Prepare agendas, financial plans and reports for client meetings
- Maintain and update various records ensuring accuracy, validity of information and data is in line with compliance policies
- Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance
- Perform business analytics as needed to support financial advisors in the growth of the business
- Assist in executing trades for clients as needed to support the Financial Advisor
Qualifications:
- 3-5 years of experience in client service, within the finance sector preferred
- Bachelor's degree or equivalent in Finance or Business Administration preferred
- Series 7 and 66 licenses
- Proactive self-starter that is organized with a strong attention to detail and problem-solving skills.
- Strong time management when confronted with competing priorities
- Outstanding interpersonal skills with the ability to build and foster relationships with clients and coworkers.
- Ability to analyze and research information with a logical approach to problem solving
- Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
Pay Range:
$70,988-$118,313/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
- Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
- Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
- Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
- Impactful Work: Our size is just right for you to make a real impact. Learn more here!
- Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
- Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
- Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC1.22.25
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