What are the responsibilities and job description for the CERTIFIED WEALTH STRATEGIST position at LPL Financial?
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing approximately $1.9 trillion in brokerage and advisory assets on behalf of about 7 million Americans. The firm provides a range of affiliation models, investment solutions, fintech tools, and practice management services. LPL ensures advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
This is a full-time, on-site role for a Certified Wealth Strategist located in Brownsville, TX. The Certified Wealth Strategist will be responsible for developing and implementing wealth management strategies, providing financial planning and investment management services, and managing client investments. Daily tasks include conducting financial analyses, advising clients on insurance needs, and developing and presenting customized investment strategies to meet clients' long-term financial goals.
- Experience in Financial Planning and Investments
- Expertise in Investment Management and Finance
- Knowledge of Insurance products and policies
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Certified Wealth Strategist designation required
- Bachelor's degree in Finance, Economics, or related field required
- Experience in wealth management or financial advisory roles is a plus