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Are you a team player and curious to learn? Are you interested in working on meaningful projects and with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

As an Analyst of Pence’s Research team, you will support our advisors and internal partners, via phone and email with questions regarding everything our Research team manages. This includes product insights, model construction, market commentary, current economic highlights, platform support, and marketing pieces.  You will be responsible for training, inspiring, and engaging your team members in a manner consistent with LPL Financial’s values.

Research team provides market, investment, and portfolio advice to our advisors. Our mission is to be a trusted partner to our advisors who provide our clients with choices to help meet their financial goals. In this endeavor, our sole motivation is to provide stellar due diligence and investment management advice as a partner for our advisors who want to leverage our experience.

Responsibilities:

• Implement efficient ways of collecting data from various sources

• Review and analyze collected data to provide actionable insights to the management team

• Develop and maintain databases, data systems, and data visualization tools

• Collaborate with different teams to identify opportunities for process improvement and optimization

• Design and implement data-driven strategies to support business objectives

• Monitor and analyze key performance indicators (KPIs) to evaluate the success of initiatives

• Handling sensitive data and details in line with established protocols

• It is essential that the candidate demonstrates a high degree of ownership in the quality of their work and has an exceptionally professional demeanor

• Partnering with leadership in the Research organization to assist with different initiatives that will help develop talent

• Openness to new ways of thinking and acquiring new skills to retain a competitive advantage

• Lead from the front and embody the firm’s mission and values – and understand how to educate and reinforce

This role will operate on an in-office schedule (5 days/week in office).

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Four-year college degree (BA/BS) with a major in Business/Finance, Economics, Mathematics, Engineering or applied science

• Minimum 3.2 cumulative collegiate grade point average, on a 4.0 scale or the equivalent, at an accredited 4-year college or university

• 2+ years of relevant internship/professional work experience required

• Proficient in Excel; comfortable with VBA, Pover Pivot; familiar with other coding languages a plus (Python, SQL, C++, etc.)

• Securities trading license (FINRA Series 7/66) preferred or ability to get licensed within first 6 months

• Basic experience with the investment advisory business

• Must be detail oriented, highly organized, self-motivated, and possess strong time management skills

• Strong analytical and technical skills are essential

• High competency in mathematics and financial spreadsheets

• Competent in Microsoft Office (Word, PowerPoint)

Desired candidates should possess the following characteristics:

• Interest in financial markets, macroeconomics and investment finance

• Strong analytical skill set

• Demonstrated proficiency with Microsoft Excel and PowerPoint

• Ability to relay complex ideas clearly

• Excellent verbal and written communication skills

• Desire to join a high performance, fast-paced culture

• Results-orientation, attention to detail and strong time management skills

• Ability to cogently explain and discuss financial information to different audiences

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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.

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