Associate Financial Advisor at LPL Financial in Palm Beach Gardens, FL

Summary: LPL Financial is among the fastest growing wealth management firms in the U.S., and they are seeking an Associate Financial Advisor to work alongside a successful LPL Advisor. The role involves helping clients grow and protect their assets, developing financial strategies, and building strong client relationships. Responsibilities: - 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 - Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc - Prepare and review client communications as well as forms and documents needed for customer accounts - Adhere to all Compliance and Legal requirements - Schedule appointments and prepare for meetings, answer routine client questions - Attend sales meetings and assist with client prospecting and marketing - Attend coaching sessions and training events to improve sales skills and industry knowledge - Lead efforts to understand and then utilize new tools and resources to improve team productivity (e.g., new technology, platform enhancements) Required Qualifications: - Bachelor's degree or equivalent working experience - FINRA Series 7 and Series 66 (or Series 63 and 65) licenses (or ability to obtain within 120 days of hire) - Strong understanding of financial planning principles, investment products, and retirement solutions - Excellent communication (written and verbal) and interpersonal skills - Highly organized with strong attention to detail and ability to manage multiple priorities - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software - Demonstrated ability to work independently and collaboratively in a fast-paced environment - Client-centric mindset with a commitment to delivering outstanding service Preferred Qualifications: - Life, Accident & Health insurance licenses preferred - CFP preferred but not required Required Skills: FINRA Series 7 license, FINRA Series 66 license, FINRA Series 63 license, FINRA Series 65 license, Financial planning principles, Investment products, Retirement solutions, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software, Client-centric mindset Benefits: 401K matching, Health benefits, Employee stock options, Paid time off, Volunteer time off