Analyst, Succession & Protection Planning
Fort Mill, SC Fort Mill, SC $66,720 - $100,080 a year $66,720 - $100,080 a year 3 days ago 3 days ago 3 days ago Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! 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 18,000 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 personalized 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:
Analyst, Succession & Protection Consulting Do you have a passion for delivering innovative solutions and results for clients? Do you desire to positively impact thousands of financial advisors and help them plan for the future, protect their life's work, and realize their legacy? In that case, we want to hear from you! The Succession & Protection Planning team delivers end-to-end legacy planning support for LPL's 21,000
advisors.
LPL's Business Solutions group is seeking an Analyst to help deliver seamless Succession & Protection Planning Support offerings.
Responsibilities:
Support succession/protection service offerings and maintain/create efficient processes Manage department email inbox with ability to accurately respond to inquiries in an efficient and timely manner Host discovery calls with advisors to answer basic succession planning questions, discuss the Succession Team's offerings, and escalate requests when appropriate Manage CRM to file and audit succession/continuity plans Manage succession planning project intake, scheduling, workflows, and billing to ensure milestones are completed on time and advisor expectations are met Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure Interface with internal partners to address specific needs of advisors Present new ideas as we expand and iterate on our product offerings What are we looking for? We want strong collaborators 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.
Requirements:
BA/BS degree in Business, Finance, or Economics (or a related discipline) preferred 2
years of wealth management, corporate finance, investment banking, or corporate development customer service preferred Excellent written and verbal communication skills, ability to synthesize complex processes and communicate into digestible messages, ability to present complex topics in an engaging way with partners and clients Ability to execute strategies and track successful delivery Excellent problem-solving skills, ability to analyze data, draw insights, and make data-driven decisions Preferences:
Ability to prioritize multiple tasks and pivot as needed Experience with CRM tools such as Salesforce is a plus Knowledge of financial concepts preferred Ability to work within a team, take the initiative, and show strong attention to detail Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment Pay Range:
$66,720-$100,080/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! 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 @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 (800) 877-7210.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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 18,000 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 personalized 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:
Analyst, Succession & Protection Consulting Do you have a passion for delivering innovative solutions and results for clients? Do you desire to positively impact thousands of financial advisors and help them plan for the future, protect their life's work, and realize their legacy? In that case, we want to hear from you! The Succession & Protection Planning team delivers end-to-end legacy planning support for LPL's 21,000
advisors.
LPL's Business Solutions group is seeking an Analyst to help deliver seamless Succession & Protection Planning Support offerings.
Responsibilities:
Support succession/protection service offerings and maintain/create efficient processes Manage department email inbox with ability to accurately respond to inquiries in an efficient and timely manner Host discovery calls with advisors to answer basic succession planning questions, discuss the Succession Team's offerings, and escalate requests when appropriate Manage CRM to file and audit succession/continuity plans Manage succession planning project intake, scheduling, workflows, and billing to ensure milestones are completed on time and advisor expectations are met Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure Interface with internal partners to address specific needs of advisors Present new ideas as we expand and iterate on our product offerings What are we looking for? We want strong collaborators 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.
Requirements:
BA/BS degree in Business, Finance, or Economics (or a related discipline) preferred 2
years of wealth management, corporate finance, investment banking, or corporate development customer service preferred Excellent written and verbal communication skills, ability to synthesize complex processes and communicate into digestible messages, ability to present complex topics in an engaging way with partners and clients Ability to execute strategies and track successful delivery Excellent problem-solving skills, ability to analyze data, draw insights, and make data-driven decisions Preferences:
Ability to prioritize multiple tasks and pivot as needed Experience with CRM tools such as Salesforce is a plus Knowledge of financial concepts preferred Ability to work within a team, take the initiative, and show strong attention to detail Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment Pay Range:
$66,720-$100,080/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! 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 @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 (800) 877-7210.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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