LPL Financial · 14 hours ago
Financial Advisor Assistant
Casper, WY
Full-time
Onsite
New Grad, Entry LevelLPL Financial is one of the largest and fastest-growing wealth management firms in the United States, serving a vast network of financial advisors and institutions. The Financial Advisor Assistant will support financial advisors by managing administrative tasks, preparing client reports, and ensuring superior client experiences through effective communication and follow-ups.
FinanceFinancial Services
Hiring Manager
Mark J. Gilbertson
Responsibilities
Support financial advisors by managing administrative tasks
Preparing client reports
Maintaining client records
Scheduling meetings
Assisting in client communications
Help with analyzing financial data
Preparing investment reviews
Ensuring superior client experiences by addressing inquiries and providing timely follow-ups
Qualification
Required
Proficiency in Administrative or managerial setting
Experience and proficiency in customer service
Strong Communication skills, including verbal and written communication, along with client service capabilities
Attention to detail, organizational skills, and ability to manage time effectively
Proficiency with CRM programs and software
Preferred
Bachelor's degree in Finance, Economics, Business, or related field is preferred, but not required
Previous experience in the financial services industry is advantageous but not required
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
Founded in 1968
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
Investment News
2026-01-22
2026-01-16
Company data provided by crunchbase