- Salary
- $23 – $39
- Location
- Kennewick WA - Field Mgmt, United States of America
- Type
- Full-time
- Seniority
- Entry
- Source
- Workday
Description
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Join Cornerstone Wealth Strategies as our Client Service Specialist, where you’ll support our team of financial advisors and help deliver an exceptional client experience. In partnership with LPL Financial, you’ll have access to innovative resources, a collaborative environment, and the opportunity to make a meaningful impact on both our clients and our growing practice.
Cornerstone Wealth Strategies is a financial planning and investment management firm located in Kennewick, Washington. As a boutique firm, we specialize in providing comprehensive, personalized financial planning and wealth management services. Our team of fourteen advisors and support staff operates in a highly efficient, team‑oriented environment designed to deliver a unique and deeply client‑focused experience. As we continue to expand, we are looking for talented professionals who share our commitment to excellence.
Job Overview:
We are seeking to add a team member who will play a crucial role in supporting financial advisors and ensure an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the office.
Responsibilities:
Perform administrative, operational, and customer support tasks
Maintain communication with current clients via mail, email, and phone
Answer phones and schedule appointments
Basic graphic design for marketing materials and social media
Assist with planning and coordinating client events
What are we looking for?
A bright, friendly, and detail‑oriented team member who can help deliver a premium client experience. Ideal candidates will bring warmth and professionalism to every interaction and will thrive in a fast‑paced environment. Candidates should be team‑oriented and are eager to grow within a dynamic, client‑focused wealth management team.
Requirements:
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Proficiency in Microsoft Word, Excel, Power Point and Outlook; Client Relationship Management applications
Ability to multi-task and follow through on projects and tasks
Strong written and verbal communication skills with the ability to present complex information clearly
Core Competencies:
High attention to detail
Strong organizational skills
Excellent client service mindset
Ability to work independently and collaboratively
Preferences:
Associate or bachelor’s degree, preferably in business, accounting or finance.
Prior experience in the financial services industry
Administrative experience in a professional services environment
#LI-Onsite
Pay Range:
$23.52-$39.17/hourCompany Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
