{"id":2107575,"url":"https://alion.io/job/lpl-financial-wealth-associate","title":"Wealth Associate","company":{"id":678842,"name":"LPL Financial","domain":"lpl.com","url":"https://alion.io/company/lpl","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":70,"ghost_share":0,"stale_share":0.971,"repost_share":0,"time_to_fill_p50_days":12,"computed_at":"2026-10-10T05:45:15Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dickinson, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":73130,"max":121849,"currency":"USD","period":"year","gross":null,"usd_annual":121849},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-10-08T20:57:28Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-10T21:27:54Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Where Ambition Meets Innovation\nBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.\nAre you passionate about helping financial advisors deliver exceptional client outcomes through investment research, portfolio analysis, and financial planning support? The Wealth Associate plays a critical role in supporting advisors with the analytical insights, client service, and operational excellence needed to grow and maintain successful wealth management practices.\nThis position offers the opportunity to work closely with advisors and clients while developing expertise in investment strategies, portfolio management, financial planning, and practice growth initiatives.\nJob Overview:\nThe Wealth Associate provides investment and practice management support to financial advisors within the Field Management organization. This role is responsible for assisting with investment research, portfolio analysis, asset allocation recommendations, financial planning support, and business analytics. The Wealth Associate helps advisors deliver a high-quality client experience through effective research, reporting, and relationship support.\nResponsibilities:\nAssist financial advisors with investment research, portfolio analysis, and financial planning activities.\nDevelop and support customized asset allocation recommendations and investment solutions aligned with client goals and objectives.\nAnalyze portfolio performance reports and identify opportunities for discussion or potential portfolio adjustments by financial advisors.\nPrepare client-facing investment reports, financial planning materials, and presentation content.\nSupport advisor business development and client relationship management activities.\nConduct business analytics and reporting to support practice growth initiatives and operational effectiveness.\nResearch market, industry, and investment-related information to support advisor recommendations.\nMaintain accurate client records and documentation utilizing applicable CRM and business systems.\nCollaborate with internal partners and stakeholders to resolve client inquiries and support advisor needs.\nContribute to delivering a positive and consistent client experience through responsive and professional service.\nWhat are we looking for?\nWe’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.\nRequirements:\nActive FINRA Series 7 and Series 66 licenses.\n2+ years of client service experience, preferably within financial services, wealth management, banking, or a related industry\nPreferences:\nBachelor's degree in Finance, Business Administration, Economics, or a related field.\nExperience supporting financial advisors, wealth management teams, or investment professionals.\nKnowledge of portfolio management concepts, asset allocation strategies, and financial planning principles.\nExperience preparing investment presentations and client review materials.\nFamiliarity with advisor practice management and business development support activities.\nPay Range:\n$73,130.00 - $121,849.00Actual 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:\nLPL 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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.\nAt 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.\nFor further information about LPL, please visit www.lpl.com.\nJoin 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.\nInformation on Interviews:\nLPL 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.\nEAC 5.19.26","description_format":"text","description_chars":6105,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Stock options"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-08T20:57:28Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 121 · green card filings: 3","filings_12m":121,"filings_prev_12m":103,"green_card_filings_12m":3,"median_offered_wage_usd":152379,"route":null,"cap_exempt":false,"checked_at":"2026-10-03T21:08:04+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":1,"expected_fill_days":12,"reasons":["conf:0","stale_co","velocity","win:early","comp:junior,brand"],"computed_at":"2026-10-10T05:45:15Z"},"pay":{"stated_usd_annual":121849,"is_top_pay":true},"html_url":"https://alion.io/job/lpl-financial-wealth-associate","json_url":"https://alion.io/job/lpl-financial-wealth-associate.json","meta":{"generated_at":"2026-10-11T00:56:46Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":1256,"day_limit":5000,"remaining_today":3744,"minute_limit":60,"resets_at":"2026-10-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":678842},"rest":"https://alion.io/mcp/rest/get_company?id=678842"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Flpl-financial-wealth-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Flpl-financial-wealth-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Flpl-financial-wealth-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/lpl-financial-wealth-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Flpl-financial-wealth-associate"}]}