Associate Financial AdvisorBuild 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.As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane's picturesque South Hill, you will work alongside a successful Advisor team to continue building your business and advancing your career toward becoming a Financial Advisor. In this role, you will support the delivery of personalized financial advice, comprehensive planning, and investment management solutions, while contributing to strong client relationships and the firm's continued growth.You will have access to a network of knowledgeable industry professionals, mentors, and resources designed to support your development and help you reach your full potential. This is a unique opportunity for a driven professional who is passionate about client service, financial planning, and growing within a collaborative, high-performing team environment.Responsibilities:Help clients grow and protect their assets to achieve their financial goals including, but not limited to:Funding for a secure retirementFunding for a child's or grandchild's educationBuild referral pipelines and develop strong partnerships to help develop and grow client relationshipsAnalyze financial data received from clients and assist with the development of investment strategies to meet their goalsInitiate 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 accountsAdhere to all Compliance and Legal requirementsSchedule appointments and prepare for meetings, answer routine client questionsAttend sales meetings and assist with client prospecting and marketingAttend coaching sessions and training events to improve sales skills and industry knowledgeLead efforts to understand and then utilize new tools and resources to improve team productivity (e.g., new technology, platform enhancements)What 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:Bachelor's degree or equivalent working experience3+ years of direct client experience within the financial services industryFINRA Series 7 and Series 66 (or Series 63 and 65) licensesCore Competencies: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.Preferences:Life, Accident & Health insurance licenses preferredCFP preferred but not requiredPay Range:74,700.00 - 124,500.00 The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan.
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!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.