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
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
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
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 CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase