Capital Roles

LPL Financial

Wealth Associate

Greensboro, NC · Sales · Posted Sep 1, 2026

Excerpt from LPL Financial's posting

The primary role of the Wealth Associate is to provide investment support to an advisor or team of advisors, including all daily, monthly, and annual research and reporting tasks to support the end-client's needs.

Read the full description on LPL Financial's site (opens in a new tab)

Hiring intel

How long this role has been open, and what it pays elsewhere

Time open, reposts at this bank, and posted pay for this role across banks, built from the nightly checks.

See the intel With research access. Choose yours.

See the research on a real role, free to read.

Saved roles line up on your compare table.

Going for this role? Private Counsel is career coaching: three one-hour sessions over two weeks and a fourth held for your interview, for bankers going for a specific role at a specific bank.

Similar roles

  1. Wealth Associate

    First Financial Bank

    • Kettering, OH
    • Wealth Management

  2. Associate Wealth Advisor

    LPL Financial (partner banks)

    • Bay City, TX +2 more
    • Sales
    $58,500 – $70,000 a year

  3. Wealth Management Associate

    Morgan Stanley

    • Bloomfield Hills, MI

  4. Wealth Management Associate

    Morgan Stanley

    • Chicago, IL

  5. Wealth Advisor Associate

    Busey Bank

    • Urbana, IL
    • Wealth Management Division
    $55,000 – $68,000 a year

  6. Associate Wealth Advisor

    Raymond James

    • Albuquerque, NM
    • Private Client Group