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Summary
About the Role
About You
- Bachelor’s degree or equivalent industry experience.
- 5+ years of experience in the financial services industry.
- Advanced knowledge of Excel & proficiency in Alteryx or similar reporting/workflow building tools.
- Strong analytical, problem-solving, and critical thinking skills.
- Knowledge of Supervision, securities licenses a plus (7, 66/63).
- Prior experience replacing manual workflows by aggregating data to create automated or more efficient solutions.
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 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. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.