Wealth Management Advisor jobs in United States
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LPL Financial · 8 hours ago

Wealth Management Advisor

positionNYC Metro Area
timeFull-time
remoteOnsite
seniorityMid, Senior Level

LPL Financial is one of the fastest-growing wealth management companies in the United States, serving over 29,000 financial advisors. The Wealth Management Advisor will provide personalized financial and retirement planning, deliver comprehensive investment strategies, and support clients in achieving their long-term wealth management goals.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Provide personalized financial and retirement planning
Deliver comprehensive investment strategies
Support clients in achieving their long-term wealth management goals
Build strong client relationships
Analyze financial data
Create tailored financial plans
Stay informed about market trends to provide sound financial advice

Qualification

Financial PlanningRetirement PlanningInvestmentsWealth Management ServicesPortfolio ManagementMarket AnalysisCFP CertificationCFA CertificationBachelor's DegreeAdvisory ExperienceInterpersonal SkillsCommunication Skills

Required

Strong knowledge in Financial Planning and Retirement Planning to guide clients in achieving their short and long-term goals
Expertise in Investments and Finance, including portfolio management and market analysis
A deep understanding of Wealth Management Services to deliver comprehensive and customized client solutions
Exceptional interpersonal and communication skills to build and maintain client relationships
Bachelor's degree in Finance, Economics, Business, or a related field
Proven track record in a similar advisory role

Preferred

Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly desirable

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.
dateFounded in 1968
location
Boston, Massachusetts, USA
people-size5001-10000 employees
web-link
https://www.lpl.com

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 Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

Pulse 2.0
LPL Partners With Wealth.com To Expand Estate Planning Access For 32,000+ Advisors
2026-01-25
Investment News
Commonwealth loses 653 advisors after LPL deal, retention stands around 77%
2026-01-23
Investment News
Advisor moves: LPL, Raymond James, TritonPoint Partners add to their advisory teams
2026-01-23
Company data provided by crunchbase