Skip Navigation
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
Search LPL Jobs

Search LPL Jobs

View All Current Opportunities at LPL Financial

Data Analyst

Job ID: R-018668 Date posted: 11/22/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill

This roll will focus on Data Analysis of new Institutional onboarding and what is needed for future onboarding needs including but not limited to, preforms  sponsor payout (timing) gap analysis between joining firm and LPL to communicate the difference in payment timing (monthly verses quarterly), track incoming sponsor data and preform macro level analysis on advisors transitioning books. RAAP expert, able to explain and support the RAAP functionality in ClientWorks, Flexible Client Fees, Profile 360, Data Mart, Data Feeds (Comp file) . 

Qualifications:

  • Bachelor’s degree in Business, Finance, Economics or similar
  • 3+ years in the brokerage and financial services industry
  • FINRA licensing a plus
  • Advanced Excel data analytics skills
  • Experience with SQL, Python, or similar
  • Experience with Alteryx preferred
  • Experience with Tableau or other BI software preferred
  • Agile or Lean Six Sigma
  • Working knowledge of Word, Outlook, Visio and PowerPoint
  • Ability to work under pressure and strong problem solving skills with a keen attention to detail
  • Excellent verbal and written communication skills
  • Strong customer service skills

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 (800) 877-7210.

Sign Up for LPL's Talent Community

If you’d like to receive recruiter outreach, news and information from LPL Financial, as well as details on current opportunities that match your preferences and interests, please sign up below.

Area(s) of InterestSelect a job category from the list of options. Search for a location and select one from the list of suggestions. Finally, click “Add” to create your job alert.

  • Compliance, San Diego, California, United StatesRemove
  • Compliance, Fort Mill, South Carolina, United StatesRemove
  • Information Technology, San Diego, California, United StatesRemove
  • Information Technology, Fort Mill, South Carolina, United StatesRemove
  • Service and Operations, San Diego, California, United StatesRemove
  • Service and Operations, Fort Mill, South Carolina, United StatesRemove