992 matching jobs for “Financial Advisor Associate”

How results work

Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

LPL Financial Holdings

Wealth Associate

Spokane WA - Field Mgmt

Full time
Regular

Pay posted by employer$73,130–$121,849

Assist financial advisors with investment research, portfolio analysis, and financial planning activities. Develop and …

Added Nov 3, 2026

Save job

Capital One Financial

Director, Financial Management (FP&A)- Card

McLean, Virginia, United States +3 locations

Director, Financial Management (FP&A)- Card Overview: Capital One is now the largest credit card issuer based on loans …

Added Oct 27, 2026

Save job

Marsh & McLennan

Oliver Wyman - Associates/Engagement Managers/Principals - Banking & Financial Services and Insurance & Asset Management - Tokyo

Akasaka, Tokyo, Japan

Principals Provide end-to-end leadership on complex engagements and serve as a senior advisor to client executives; shape engagement strategy, solution design, and implementation approaches. Own and …

Added Oct 27, 2026

Save job

Bank of America

Business Banking Relationship Advisor - Chandler, AZ Area

Chandler, Arizona, United States

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

Save job

TIAA

Sr Director, Advice & Financial Planning Methodology Lead

Charlotte, North Carolina, United States +1 location

sets and drives the advice and financial planning methodology strategic roadmap, ensuring alignment with key internal and external stakeholders, and …

Added Oct 27, 2026

Save job

LPL Financial Holdings

Wealth Associate

Dickinson ND - Field Mgmt

Full time
Regular

Pay posted by employer$73,130–$121,849

Assist financial advisors with investment research, portfolio analysis, and financial planning activities. Develop and …

Added Nov 3, 2026

Save job

Fiserv

Product Consulting and Technical Client Implementations Advisor

Remote, New York

Full time
Regular

Pay posted by employer$120,000–$198,000

… for new client implementations, mergers, acquisitions, and strategic consulting engagements. Consult with financial institutions to assess business processes, operational workflows, technical requirements, implementation …

Added Nov 4, 2026

Save job

Ameriprise Financial

Complex Director, Ameriprise Financial Services - Michigan Complex

Troy, Michigan, United States +1 location

In person
Full time
Advisor Employee

… profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and …

Added Nov 3, 2026

Save job

Nationwide

Financial Planner - Retirement Solutions (Public/Government Sector)

Pennsylvania - Philadelphia, 1500 JFK Boulevard +1 location

Full time

Pay posted by employer$87,000–$162,000

… highly engaging work environment, where no two days are exactly alike, we want to know more about you! As a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing …

Added Oct 28, 2026

Save job

Truist Financial

Wealth Advisor III - Palm Beach / Boca Raton

Fort Lauderdale, Florida, United States +1 location

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening …

Added Nov 3, 2026

Save job

The Cigna Group

Agile Product Management Senior Advisor- Hybrid

Morris Plains, NJ

Full time
Regular

Pay posted by employer$155,854–$193,600 per year

… it takes to log in to a service, and response on service calls. • Collaborate with disparate business and financial groups to optimize the technological delivery of projects. • Collaborate with agile teams to build and …

Added Oct 16, 2026

Save job

Bank of America

Business Solutions Advisor - Pacific Northwest Market

Portland

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 29, 2026

Save job

Bank of America

Business Solutions Advisor - Houston South Market

Pasadena

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

Save job

Bank of America

Business Solutions Advisor - Dallas North Market

Lewisville, Texas, United States

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

Save job

Bank of America

Business Solutions Advisor - Dallas Central Market

Dallas

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

Save job

Bank of America

Business Solutions Advisor - Pacific Northwest Market

Lynnwood, Washington, United States

Pay posted by employer$26.00–$34.67 per hour

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 29, 2026

Save job

Bank of America

Business Solutions Advisor - San Diego Market

Poway, California, United States

Pay posted by employer$26.00–$34.67 per hour

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

Save job

Ameriprise Financial

Registered Operations Leader - Ameriprise Financial Advisors - Brookfield WI

Milwaukee, Wisconsin, United States

In person
Full time
Advisor Employee

… an industry-leading firm? If so, we want you to join our team as a Registered Operations Leader! Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Operations …

Added Nov 3, 2026

Save job

Walmart

(USA) Tire and Battery Service Advisor

(USA) PA HANOVER 04855 SAM'S CLUB

Pay posted by employer$19.00–$27.00 per hour

… for a happier mind, body, and wallet! -Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid time off benefits include …

Added Oct 27, 2026

Save job

Walmart

(USA) Tire and Battery Service Advisor

(USA) TX SAN MARCOS 04958 SAM'S CLUB

Pay posted by employer$19.00–$27.00 per hour

Added Oct 27, 2026

Save job

LPL Financial Holdings

Wealth Associate

Spokane WA - Field Mgmt

Full time
Regular

Pay posted by employer$73,130–$121,849

View job

Save job

Requirements · employer excerpt

Active FINRA Series 7 and Series 66 licenses.
2+ years of client service experience, preferably within financial services, wealth management, banking, or a related industry

About this opportunity

Original employer description

Where Ambition Meets Innovation

Build 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.

Are 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.

This 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.

Job Overview:

As a Wealth Associate 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. The primary role of the Wealth Associate is to provide investment support to an advisor or team of advisors, including all daily, monthly, and annual research and reporting tasks to support the end-client's needs. The Wealth Associate helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients through their support role. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Responsibilities:

Assist financial advisors with investment research, portfolio analysis, and financial planning activities.
Develop and support customized asset allocation recommendations and investment solutions aligned with client goals and objectives.
Analyze portfolio performance reports and identify opportunities for discussion or potential portfolio adjustments by financial advisors.
Prepare client-facing investment reports, financial planning materials, and presentation content.
Support advisor business development and client relationship management activities.
Conduct business analytics and reporting to support practice growth initiatives and operational effectiveness.
Research market, industry, and investment-related information to support advisor recommendations.
Maintain accurate client records and documentation utilizing applicable CRM and business systems.
Collaborate with internal partners and stakeholders to resolve client inquiries and support advisor needs.
Contribute to delivering a positive and consistent client experience through responsive and professional service.

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:

Active FINRA Series 7 and Series 66 licenses.
2+ years of client service experience, preferably within financial services, wealth management, banking, or a related industry

Preferences:

Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Experience supporting financial advisors, wealth management teams, or investment professionals.
Knowledge of portfolio management concepts, asset allocation strategies, and financial planning principles.
Experience preparing investment presentations and client review materials.
Familiarity with advisor practice management and business development support activities.

Pay Range:

$73,130.00 - $121,849.00

Actual 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, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL 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.

At 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.

For further information about LPL, please visit www.lpl.com.

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.

Information on Interviews:

LPL 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.

EAC 5.19.26

Why this result? · Employer labels

Keywords also found in description

Full time
Regular
Sales

Location reference: GeoNames (CC BY 4.0), normalized by Referizz.