About this role
Wealth Associate at LPL Financial. Location: Rockville, Maryland, United States. Role: assisting advisors, developing strategies, analyzing portfolios Requirements: 5+ years client service experience (finance preferred), Bachelor's degree or equivalent, Series 7 and Series 66, proficiency with Microsoft Word/Excel/PowerPoint and CRM, strong communication, analytical and attention-to-detail skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English