Associate Financial Advisor I

Job Overview: Allen & Company of Florida LLC, an affiliate of LPL Financial, is looking to hire an Associate Financial Advisor. Allen & Company is LPL Financial’s first investment firm employee model. Our partnership with LPL allows us to preserve our independence and brand identity while wrapping LPL’s employee services around us. As a full-service firm, it is our mission to be the premier provider of superior financial management services to our clients; guiding them to grow and protect their wealth and plan for it’s prudent transfer. Our values, mission and culture have been rooted in Lakeland, Florida for over 90 years.Joining our team as an Associate Financial Advisor I, you will be responsible for assisting financial advisors and his/her clients with their overall financial needs, management, and planning. You also might be responsible for (once licensed) advising clients about their financial needs, objectives and risk tolerance and then recommend the appropriate financial strategy, which can include but is not limited to their investments, taxes, college savings accounts, insurance and retirement. All such recommendations will be approved by the tenured Financial Advisor you team up with.Successful candidates will demonstrate a passion for helping others turn life’s aspirations into financial realities and possess a service and detail-oriented mindset. They will enjoy building relationships, shaping unique solutions, and being active in their local community.This position is based in Viera, FL. Responsibilities: Build referral pipelines and develop strong partnerships to help develop and grow client relationshipsPrepare recommendations for financial solutions to clients based on their specific individual needsProvide financial planning support to clients using LPL PlatformsAnalyze financial data received from clients to develop strategies to meet their goalsRecommend investment products and services that are suitable to the clientReview client accounts on a regular basisContact clients regularly to review portfolio and make any necessary recommendationsAbility to prepare all appropriate forms and documents for customer accountsDevelop, institute and maintain programs relating to new business development and sales promotionsHandle customer inquiries and issuesTake and execute trade ordersExecute customer mailing campaigns, seminars, and other sales generating ideasProvide general administrative supportMaintain accurate client filesAdhere to all Compliance and Legal requirementsSchedule appointments and prepare for meetingsWhat are we looking for?We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements:Series 7Series 66 or ability to obtain within 120 daysLife/Health/Variable Annuity License or ability to obtain within 120 daysPreferences:1+ years of previous sales experienceStrong time management skillsPossess superior quantitative and analytical skillsAbility to work independently or in a group setting with minimal to no supervisionKnowledge of the financial marketsDemonstrate good sound judgmentProficiency in Microsoft Word, Excel, and PowerPoint preferredEffective Oral/Written Communication, Adaptability, Initiative, and Customer ServiceExcellent Interpersonal Skills - Ability to connect with customers, clients, and coworkers.#LPL-PAPay Range: -/hourActual 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. This position is also eligible to earn sales incentive compensation. 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 offerCompany Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.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.For further information about LPL, please visit .Join LPL Financial: Where Your Potential Meets OpportunityAt 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.