Junior Financial Advisor Associate jobs in United States
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LPL Financial · 10 hours ago

Junior Financial Advisor Associate

LPL Financial is an established and growing financial advisory practice seeking a dependable, detail-oriented professional to join their team. The role involves supporting daily operations and client service, with a pathway to advisory responsibilities through mentorship and client exposure.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Support daily operations, client onboarding, and account processing
Handle documentation, data entry, and workflow coordination with accuracy
Prepare meeting materials and assist with client reviews and follow-ups
Gradually assist with financial planning and portfolio preparation as part of advisor development

Qualification

Series 7 licenseBilingual Korean & EnglishBachelor’s degreeClient serviceFinancial planning support

Required

Series 7 license (required)
Bilingual Korean & English (required)
Bachelor's degree
Interested in long-term growth into an advisory career

Benefits

Employee assistance program
Paid time off

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.

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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Company data provided by crunchbase