
location_on601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States
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 offer the support necessary to thrive.
The Senior Analyst serves as an analytical, highly motivated problem-solver who moves fluidly between details while remaining attuned to the Chief Legal Officer's (CLO) enterprise-level priorities. Acting as a strategist, consultant, and essential partner across LPL functions, you will drive operational excellence while advancing the strategic priorities of the CLO and the broader organization. This role is designed for those who pursue greatness, act with integrity, and are driven to help our clients succeed.
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 approximately 8 million Americans.
At LPL, independence means that advisors and institution leaders have the freedom to choose the business model, services, and technology resources that allow them to run a thriving business. We take care of our advisors and institutions so they can take care of their clients. Our unified mission is simple: we are one team on one mission—taking care of our advisors so they can take care of their clients.
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. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card.
To apply, please log in or create an account on our careers portal. Principals only. If you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
LPL Financial is an Equal Opportunity Employer. We support workplace equality and embrace diverse perspectives and backgrounds.
Skills: Finance, Strategy, Consulting, Financial Services, Dashboard, Analytics, Budget, Organizational Design, Workforce Optimization.
Education: Bachelor's degree in finance or equivalent relevant work experience.
Work model: On-site
601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States
Charlotte, North Carolina
Experience within the Financial Services industry.
LPL Financial, headquartered in San Diego, CA, is one of the fastest-growing wealth management firms in the U.S., operating within the financial services industry. The company provides financial advisor affiliation models, investment solutions, fintech tools, and practice management services to over 29,000 financial advisors and approximately 1,100 financial institutions. These resources empower advisors to build and manage wealth management practices, with the firm overseeing approximately $1.9 trillion in brokerage and advisory assets on behalf of around 7 million Americans. LPL Financial offers tailored business models and technology-driven resources to support advisors and institutions in operating effective and scalable financial services operations.
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