LPL Financial

Associate Analyst - Rep Maintenance

$20.85-$34.71/hourFull-time · Fort Mill, SC
✓ Verified live on the employer's own system · added 2 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 3+ years

Skills & tools

Process ImprovementMS OfficeCommunicationsManagement
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Full job description

We're looking for strong collaborators who deliver exceptional client experiences 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:

- Minimum 3-5 years' experience in the brokerage and financial services industry preferred - Proficient in Microsoft applications, SharePoint, Smartsheet and BOX experience

Core Competencies:

- Analytical and problem-solving skills with keen attention to detail - Oral and written communication skills - Proven ability to prioritize, lead and multi-task in a fast paced, ever-changing environment - Ability to perform under pressure with competing deadlines - Handle pressure well; you will be working with the senior team on advancing initiatives based on the data and analysis you provide - Personable and reliable self-starter who requires minimal management oversight for day-to-day work

responsibilities - Attention to detail with a proactive approach to solving and preventing problems - Driven individual, always seeking to improve and grow

Preferences:

- Bachelor's degree - FINRA licenses - Knowledge with VBA Macro

Pay Range: $20.85-$34.71/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

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

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This posting was published by LPL Financial on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.