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Associate Financial Advisor II

LPL Financial is hiring for Associate Financial Advisor II in Greensboro NC - Field Mgmt. Mid level. First seen October 29, 2026; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
LPL Financial
Where
Greensboro NC - Field Mgmt
Level
Mid
First seen
October 29, 2026
Listed via
Workday

What the posting says

Responsibilities: - Assist senior financial advisors in developing and implementing and delivering financial plans and investment strategies to clients. - Meet with prospective clients in to understand their financial goals and assess needs in an effort to establish rapport. - Conduct regular performance reviews of client portfolios, discussing performance, rebalancing needs, and market conditions. - Maintain accurate and up-to-date client records within the CRM system. - Respond to client inquiries and provide exceptional service, escalating complex issues to senior advisors when necessary.…

Read more and apply on LPL Financial's site

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