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Financial Advisor Assistant
1 month ago
Company Description LPL Financial is one of the fastest-growing wealth management firms in the United States, supporting over 29,000 financial advisors and approximately 1,100 financial institutions. Managing approximately $1.9 trillion in brokerage and advisory assets for around 7 million clients, LPL Financial is a leader in the financial advisor-mediated marketplace. The firm offers diverse advisor affiliation models, investment solutions, fintech tools, and practice management services, empowering advisors and institutions with the flexibility to thrive. LPL Financial is dedicated to supporting advisors in building successful and sustainable businesses. Role Description This is a full-time, on-site role as a Financial Advisor Assistant located in Wakefield, RI. The Financial Advisor Assistant will provide administrative and operational support to financial advisors, assist in managing client accounts, and handle client inquiries. Responsibilities include preparing financial documents, coordinating client meetings, and supporting investment-related tasks. The role also involves maintaining accurate records and ensuring compliance with regulations while delivering exceptional client service. Qualifications Strong foundation in Financial Planning, Finance, and understanding of Financial ServicesKnowledge of Investments and the ability to support investment management tasksExcellent Communication skills, including client interaction and professional correspondenceHighly organized with attention to detail and a commitment to complianceProficiency in financial management software and toolsBachelor’s degree in Finance, Business, or a related field is preferredExperience in an assistant or support role within the financial services industry is an advantage
