LPL Financial · 3 hours ago
2026 New Grad - Wealth Management Rotational Analyst
Fort Mill/Charlotte
Full-time
Hybrid
New Grad, Entry Level
$31.35/hr - $52.24/hrLPL Financial is a leading wealth management firm in the U.S. seeking a Wealth Management Rotational Analyst to deliver comprehensive financial services and support strategic initiatives. The role involves hands-on experience across various verticals in wealth management while collaborating with senior team members to drive departmental success.
FinanceFinancial Services
No H1B
Responsibilities
Receive training programs that introduce analysts to the firm and familiarizes them with Wealth Management departments, products, and services
Gain immediate exposure to the financial world and an opportunity to work alongside financial professionals with a range of experiences, from financial planning to investment solutions to banking and lending to advisory
Develop and present strategic recommendations to Wealth Management leadership, leveraging data-driven insights and industry best practices
Support the development and implementation of innovative solutions to complex business problems, driving continuous improvement and efficiency gains
Conduct research and analysis to identify emerging trends and opportunities in Wealth Management and provide recommendations for future growth
Foster a culture of innovation and experimentation, encouraging collaboration and knowledge-sharing across teams and functions
Commit to full participation and engagement throughout all four rotations of the program, across the 24-month experience
Qualification
Required
Currently enrolled in a bachelor's or master's degree program in business management, finance, economics, or a related field, with expected graduation by June 2026
3.5 GPA minimum
Offer is contingent upon completion of bachelor's degree, successful background screening, and agreement to be local to the office
Ability to organize and analyze data
Detail-oriented with strong organizational and time management abilities
Strong organizational and time management skills, with attention to detail
Ability to juggle multiple projects and priorities while maintaining a high level of productivity
Ability to work within a team, take initiative and show strong attention to detail
Preferred
Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word
Intermediate PowerPoint skills, including ability to create and format slides, apply themes, and incorporate charts, graphs, and consistent branding
Excellent communication skills, both written and verbal
Currently enrolled in an academic program that includes coursework designed to meet CFP® certification education requirements and prepares the candidate to sit for the CFP® exam upon graduation
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
Founded in 1968
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase