Analyst - Advanced Analytics

Where Ambition Meets Innovation

Build a career that matches your initiative with an impressive dose of innovation. At LPL Financial, you will find the ingredients you need to shape your success while helping clients pursue their financial goals. From cutting-edge resources and a collaborative environment to the freedom to make an impact, we foster a culture where you can thrive.

About the Team

LPL Financial Holdings Inc. is among the fastest-growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, we support over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. We service and custody approximately $2.3 trillion in brokerage and advisory assets on behalf of 8 million Americans. Our mission is simple: we take care of our advisors and institutions so they can take care of their clients. Independence means our partners have the freedom to choose the business model, services, and technology resources that allow them to run thriving businesses.

About the Role

As an Analyst on the WealthAG Analytics team, you will support a call center-based advisory business that delivers investment guidance to clients. This role exists to help uncover insights that support better decision-making and to make data more accessible and actionable. You will work with data to track advisor performance, assist in building reports, and develop core skills in data analysis, reporting, and visualization.

In this position, you will gain exposure to key business concepts like operations, client engagement, and profitability while learning how analytics directly impacts business outcomes. You will collaborate with teammates across functions, contribute to improving processes, and build your ability to communicate insights clearly to different audiences. This is a strong opportunity for someone early in their career who is curious, detail-oriented, and eager to learn, offering hands-on experience, mentorship, and the chance to grow alongside an evolving business.

Our Culture and Values

We are 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. We support workplace equality and embrace diverse perspectives and backgrounds.

Hiring Process and Application

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address. We will never conduct an interview online or in a chatroom forum, nor will we request any form of payment or sensitive banking information during the interview process. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947. Please log in or create an account to apply to this position. Principals only. EOE.