Associate Financial Advisor - Kennewick,WA

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

We are looking for a dynamic and personable individual to join our team as an Associate Financial Advisor. The role will provide holistic financial planning and detailed investment management services to clients and will support our senior trader during periods of high‑trading volumes. This full‑time opportunity is located in Kennewick, Washington and involves supporting Cornerstone Wealth Strategies Financial Advisors associated with LPL Financial.

Cornerstone Wealth Strategies is a boutique firm in Kennewick, Washington specializing in comprehensive, personalized financial planning and wealth management services. The firm has fifteen advisors and support staff in a highly efficient, team‑oriented environment designed to deliver a unique client‑focused experience.

• Meet with current and prospective clients to understand their financial goals and develop and implement financial plans and investment strategies.
• Conduct routine reviews of client portfolios, discussing performance, rebalancing needs, and market conditions.
• Assist with taking orders and submitting trades for clients.
• Collaborate with internal teams to ensure outstanding client service.
• Stay informed on market trends, financial products, and industry regulations.
• Assist in business development activities, including prospecting, networking, and charitable involvement.

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 succeed. 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.

• FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
• 2+ years of experience in the financial services industry, preferably in a client‑facing or support role.
• Bachelor's degree.

• Exceptional interpersonal skills with the ability to build and foster relationships with clients and coworkers.
• Strong understanding of financial planning principles, investment products, and retirement solutions.
• Highly organized with strong attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
• Demonstrated ability to work independently and collaboratively in a fast‑paced environment.

• CFP preferred but not required.

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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. This position is also eligible to earn sales incentive compensation. LPL Total Rewards package is highly competitive and includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

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. LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodian‑ing approximately $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans.

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.

• Innovative…