Onsite
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.
Job Overview:
As an Analyst on the WealthAG Analytics team, you’ll help support a call center-based advisory business that delivers investment guidance to clients. You’ll work with data to track how advisors are performing, assist in building reports, and help uncover insights that support better decision-making. Along the way, you’ll gain exposure to key business concepts like operations, client engagement, and profitability, while learning how analytics directly impacts business outcomes.
In this role, you’ll develop core skills in data analysis, reporting, and visualization, while also building your ability to communicate insights clearly to different audiences. You’ll collaborate with teammates across functions, contribute to improving processes, and help make data more accessible and actionable. 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.
Responsibilities:
Leverage data from various sources to identify, create and validate impactful alerts and signals for our financial advisors/clients
Collaborate with business users as well as technology partners to build the most impactful and feasible solutions possible
Partner with various Data & Analytics functions, such as Advanced Analytics, Data Strategy, and Digital Analytics to ensure consistent frameworks and receives feedback on products
Develop an understanding of how data and machine learning can impact financial advisors’ practices
Build and collaborate on working prototypes of machine learning/AI solutions
Conduct ad-hoc analyses as appropriate to support priority business projects; respond in a timely manner to ad hoc questions from executives
Please note: Additional responsibilities or duties may be assigned to you as needed or determined
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 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:
Bachelor's degree in Decision Information Science, Engineering, Mathematics, Finance, Economics, or related discipline
2+ years of related work experience in an advanced analytics or data science role supporting sales, finance, marketing, or operations
2+ years of experience with a programming or scripting languages (e.g. Python, R)
2+ years of experience working with relational databases (e.g., SQL Server, Oracle, Snowflake), distributed technologies (e.g., Hadoop, Spark) and cloud-based platforms (e.g., AWS, Azure)
Preferences:
Some experience with building and working with machine learning models preferred
Exceptional problem-solving skills that enable efficient identification of issues, development of hypotheses, and the execution of robust quantitative analyses to answer business questions
#LPL-PA
Pay Range:
$69,731.00 - $116,184.00Company 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.
EAC12.9.25
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