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Senior Accountant

Job ID: R-017328 Date posted: 09/21/2021 Primary Location CA-San Diego

Are you someone who strives for accuracy, who is curious, and likes to solve problems?

Are you someone who is looking for a position that will challenge you in accounting?

Do you have a passion for problem solving & creating innovative solutions?

Do you foster relationships to enhance the process or create innovation to your role?

Excited to learn more? If so, then this could be the role for you! 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Senior Staff Accountant is a key position in the Controllership group and will report to a Manager of Revenue Accounting. The Senior Staff Accountant will be responsible for maintaining the accounting records and providing accounting support and analysis for revenue and production expense transactions of LPL Investment Holdings and its subsidiaries.  The Senior Staff Accountant will assist in implementing and identifying areas of process improvements to help the team streamline and enhance efficiencies, promote the analysis and communication of results, and provide proactive customer service. Currently, this is primarily a remote position with in office requirements as needed.  This may change or be modified in the future. 


● Monthly closing of the books from journal entries, analysis , and reconciliations

● Support audit requirements and other deliverables Drive innovations, and use critical thinking to great opportunities to process improvements, and enhancements to areas of responsibilities. 

● Create relationships within LPL and outside of LPL.

● Additional responsibilities or duties may be assigned to you as needed or determined.

What are we looking for?

We want collaborator 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.


● Minimum of 3+ years relevant professional experience with a strong desire to advance career in the accounting field

●Strong accounting with analytical and critical thinking skills with a strong attention to detail.

● BA/BS degrees in Accounting or related fields

● Both written and verbal communication skills


● Passion for Accounting and problem solving, self starter

● Ability to work in large amount of details

● Works well with deadlines

● Curious, innovative

● Strong in Excel

● Oracle Experience, preferred

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 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.

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