LPL Financial

2026 New Grad - Wealth Management Rotational Analyst

LPL Financial

2 months ago
Charlotte, NC
Hybrid
Full Time
Trainee
0 applicants
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LPL Financial
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About this role

A Wealth Management Rotational Analyst participates in a 24-month rotational program within LPL Financial’s Wealth Management Group, rotating through investment management, banking & lending, advisory, and wealth planning. The program provides early-career candidates with broad exposure to the wealth management business and opportunities for professional development. The role is based in Fort Mill on a hybrid schedule and targets students finishing a bachelor’s or master’s degree by June 2026.

Skills

Qualifications

Bachelor's DegreeMaster's Degree3.5 GPA MinimumCFP Education
LPL Financial

About LPL Financial

lpl.com

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.

About LPL Financial

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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