2026 New Grad - Wealth Management Rotational Analyst
LPL Financial(26 days ago)
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.
Required Skills
- Financial Planning
- Investment Management
- Research Analysis
- Data Analysis
- Communication
- Excel
- PowerPoint
- Time Management
- Teamwork
Qualifications
- Bachelor's Degree
- Master's Degree
- 3.5 GPA Minimum
- CFP Education
About LPL Financial
lpl.comA 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.
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