Job 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 our team as a Marketing and Administrative Assistant, where you’ll play a crucial role in supporting our financial advisors and ensuring our clients receive the highest level of service. Your expertise in streamlining processes and enhancing systems will be invaluable as we continue to grow and succeed. This is your opportunity to make a real difference in the financial lives of individuals and families while advancing your own career in a dynamic and supportive environment.

Step into an exciting career opportunity with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane’s picturesque South Hill. Founded by the visionary Sarah Carlson, Fulcrum Financial Group is dedicated to providing strategic, comprehensive guidance to help our clients navigate the complexities of their financial lives, prepare for the unexpected, and transition smoothly into retirement. This is your chance to be a pivotal player in the future success of our fast-growing organization!

As part of LPL Financial, the leader in independent financial services, you’ll join a team that combines the local expertise of Spokane with the national reach and vast career opportunities of a financial market leader. This role offers you the unique opportunity to support Financial Advisors associated with LPL Financial, operating under our Linsco Employee Model. You’ll be part of a dedicated team committed to helping clients at every stage of their financial journey. This is not just a job; it’s a platform for you to grow your career and make a meaningful impact on the lives of individuals and families who turn to our Linsco Financial Advisors for trusted financial solutions.

Responsibilities:

The primary role of the Marketing and Administrative Assistant is to provide support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Marketing and Administrative Assistant helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients.

• Maintain communication with current clients through on-going mailings, email and phone calls

• Preparing documents for client appointments

• Responding to client inquiries and requests

• Answering phones, scheduling appointments and greeting clients when they enter the practice

• Assist with social media outreach and content management

• Creation and management of a content calendar across our social channels (Facebook, LinkedIn, YouTube and Instagram)

• Manage timely responses to comments on social media platforms, screening for warm/ hot leads and forwarding to Wealth Advisors

• Website administration, including maintenance, management, and email campaigns

• Basic graphic design to support social media postings, and marketing communications

• Brainstorming creative campaign development to help promote the business working with the leadership team to create engaging and accessible content with clients and prospects

• Support in amplifying client events for FFG

• Content creation for client communications

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients ​ We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 2+ years using social media applications

• 2+ years using Microsoft Word, Excel, and PowerPoint; CRM applications

• 2+ years multi-tasking and follow through on projects and tasks

• 2+ years oral and written communication skills and able to explain complex information clearly and simply

Core Competencies:

• Detail oriented

• Strong organization skills

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

• Work independently as well as function as part of a team

Preferences:

• Previous marketing experience

• Previous experience in the financial services industry

• College degree preferred

#LI-Onsite

Pay Range:

$23.51-$39.18/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off (up to 16 days) plus eleven paid holidays, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus. Your recruiter will be happy to discuss all that LPL has to offer!

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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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