
5001 - 10000 employees
Founded LPL Financial
💸 Finance
💳 Fintech
Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
🔥 12 hours ago
🏄 California, North Carolina, +1 more states – Remote
💵 $82.5k - $137.5k / year
⏰ Full Time
🟠 Senior
🧐 Analyst
🦅 H1B Visa Sponsor
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5001 - 10000 employees
Founded LPL Financial
💸 Finance
💳 Fintech
Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
• Serve as the primary point of contact for advisors and field leaders. • Own advisor inquiries end-to-end, clarify requirements, and deliver timely resolutions. • Gather, analyze, and interpret compensation and financial data to fulfill complex research requests. • Design and deliver tailored training, job aids, and presentations. • Provide practical, client-ready guidance on compensation practices, policies, and procedures. • Continuously improve processes and controls by using trends and feedback. • Support core operational duties as needed to ensure service continuity. • Contribute to special projects and initiatives by evaluating opportunities and developing recommendations.
• 5+ years of relevant business experience, preferably in financial services, compensation, or payroll. • 3+ years of service-oriented experience supporting advisors or other client-facing audiences. • Moderate proficiency in Microsoft Excel, including VLOOKUP, PivotTables, and formulas. • Ability to travel occasionally for meetings, training, or special projects. • Bachelor’s degree or equivalent professional experience.
• 401K matching • health benefits • employee stock options • paid time off • volunteer time off
Apply Now🔥 13 hours ago
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