Are you ready to start your career with a dynamic, industry-leading company to accelerate your growth and development? Then our Wealth Management Analyst Program is the place to start. LPL’s Wealth Management Group will present you with a wide range of challenges and opportunities. We build our success around passionate people and need engaged professionals to help continue our growth.

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.

Job Overview:

As a Wealth Management Rotational Analyst, you will play a vital role in delivering comprehensive services, including financial planning, investment management, and diverse financial solutions designed to help individuals and families build, protect, and transfer their wealth. Through hands-on experience across our four primary verticals - investment management solutions, banking & lending, advisory, and wealth planning - you will collaborate with senior team members, contribute to strategic initiatives within each vertical, and actively support efforts to drive departmental success.

This position would like the ideal candidate to be local to the Fort Mill office, functioning off a hybrid schedule at the analyst and manager’s discretion. (4 days in the office, 1 remote)

Responsibilities:

• Receive training programs that introduce analysts to the firm and familiarizes them with Wealth Management departments, products, and services

• Gain immediate exposure to the financial world and an opportunity to work alongside financial professionals with a range of experiences, from financial planning to investment solutions to banking and lending to advisory

• Develop and present strategic recommendations to Wealth Management leadership, leveraging data-driven insights and industry best practices

• Support the development and implementation of innovative solutions to complex business problems, driving continuous improvement and efficiency gains

• Conduct research and analysis to identify emerging trends and opportunities in Wealth Management and provide recommendations for future growth

• Foster a culture of innovation and experimentation, encouraging collaboration and knowledge-sharing across teams and functions

• Commit to full participation and engagement throughout all four rotations of the program, across the 24-month experience

What are we looking for?

We’re seeking strong collaborators who are passionate about working in wealth management and are dedicated to serving millions of clients. 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.

Requirements:

• Currently enrolled in a bachelor's or master’s degree program in business management, finance, economics, or a related field, with expected graduation by June 2026

• 3.5 GPA minimum

• Offer is contingent upon completion of bachelor’s degree, successful background screening, and agreement to be local to the office

Core Competencies:

• Ability to organize and analyze data

• Detail-oriented with strong organizational and time management abilities

• Strong organizational and time management skills, with attention to detail

• Ability to juggle multiple projects and priorities while maintaining a high level of productivity

• Ability to work within a team, take initiative and show strong attention to detail

Preferences:

• Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word

• Intermediate PowerPoint skills, including ability to create and format slides, apply themes, and incorporate charts, graphs, and consistent branding

• Excellent communication skills, both written and verbal

• Currently enrolled in an academic program that includes coursework designed to meet CFP® certification education requirements and prepares the candidate to sit for the CFP® exam upon graduation

Disclaimer for international students:  

• At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position. 

• You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process. 

• Positions offered are for full-time work at 40 hours per week.  

• Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.  

 

Pay Range:

$31.35-$52.24/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, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company 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 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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