Job Overview:

The Financial Analyst Rotational (FAR) Program – Data Analytics track is a two-year, full-time development program designed to provide early-career professionals with broad exposure to key areas of the business. Participants complete rotations across multiple teams, gaining experience in financial analysis, accounting, corporate strategy, and business operations while building the technical and professional skills needed to succeed in the financial services industry.

Responsibilities during the two-year, full-time rotational program:

• Rotate through three different data analytics teams and build crucial skills in data analysis, querying, and visualization.
• Develop a thorough understanding of LPL’s business and the wealth management industry.
• Build strong technical skills, while also learning professional competencies, such as collaboration and relationship management.
• Gain exposure to our Finance, Risk, Operations, and Compliance, leadership teams.
• Meet regularly with your dedicated program manager to receive personalized coaching and mentorship.
• Cultivate new relationships in a fast growing network of professionals. 

What are we looking for?

• We’re looking for strong collaborators who take initiative 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:

• Candidates must be currently pursuing a bachelor's degree and have an anticipated graduation date between December 2026 and May 2027
• 3.3 GPA minimum. 
• Offer is contingent upon completion of bachelor’s degree, successful background screening, and agreement to be local to the Fort Mill/Charlotte office.

Preferences:

• All majors are considered, but programs focusing in data science, computer science, business analytics, mathematics, or information systems are preferred.
• 3.5 GPA or higher.
• Intermediate in at least 1 data analytic language (SQL, SAS, etc.) 
• Intermediate in at least 1 data visualization tool (Tableau, PowerBI, etc.) 
• Intermediate in at least 1 scripting language (SAS, Python, etc.) 
• Proficient in Microsoft Office.
• Effective communication, multi-tasking, analytical, and problem-solving skills. 
• Passionate, driven, open to new opportunities, and proactive. 

PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis. 

Priority Application Date: September 25 at 11:59 PM PST 

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 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:

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 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.

EAC 5.19.26