Analyst, CFO Solutions

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

Job Overview:

LPL Financial is seeking an analytical and personable self-starter with a financial background to join its CFO Solutions organization via the Insights & Analytics Team ("IAT").

CFO Solutions is a fractional consulting service, which LPL offers to its affiliated financial advisors. This service helps subscribing advisors better understand their financial information and business metrics in order improve their strategic decision-making, revenue growth, and business valuations.

Insights & Analytics Team members develop standard and ad-hoc financial models, monthly reporting, and other insights in support of the advisor-facing CFOs. Analysts must effectively partner with CFOs and provide actionable and easily understandable insights based on financial analysis to effectively create value for subscribing advisors.

Responsibilities:

The Analyst role is multifaceted and requires analytical ability and client relationship management skills. Daily and long-term responsibilities include:

• Analyze advisor business practices to help them better understand strengths and opportunities for their firms as well as metrics on profitability, cash flow, efficiency, and valuation
• Prepare standard deliverables in Excel and determine significant insights to be relayed to advisors
• Present analyses to internal team members and subscribing advisors
• Partner with CFOs and consult with them on opportunities to add value for their paired advisors
• Coordinate with newly subscribed advisors to onboard them quickly effectively, ensuring all steps in the process have been completed
• Utilize Tableau to provide regular and custom reporting to advisors
• Improve existing financial models and build new models when opportunities are identified
• Assist with CFO and IAT team projects to improve quality for advisors and efficiency for the team

What are we looking for?

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:

• 2-3 years of experience in a financial analyst role in any industry, OR
• 2-3 years in an advisor-facing or client-facing role within the wealth management industry
• Bachelor's degree in business, finance, economics, or related field (exceptions for other degrees + strong related experience)
• 2+ years' experience creating models with Microsoft Excel

Core Competencies:

• Ability to work independently and balance multiple competing priorities at once
• Analytical, problem-solving mindset with precise attention to detail
• Strong verbal and written communication skills

Preferences:

• 2-3 years of experience in a financial analyst role in the financial services industry
• Experience working with financial advisors directly
• Prior experience with Tableau, Alteryx, Power BI, or other querying or data visualization tools

 

Pay Range:

$69,100-$115,100/year
 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

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

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here

• Impactful Work: Our size is just right for you to make a real impact. Learn more here

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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

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