Advisor Succession Planning Analyst – Growth & Impact

LPL Financial; Charlotte (NC); On-site; USD 70,000 - 116,000; Full time

Job summary

LPL Financial is seeking an Analyst for Succession Planning within the Capital Partners & Client Solutions group in Charlotte, NC. You will help deliver end-to-end succession planning support for over 32,000 advisors, guiding continuity and corporate planning decisions.

The role emphasizes process improvement, data analysis, and scalable solutions, collaborating with internal teams and financial professionals to support advisor success and legacy planning initiatives.

Qualifications

• Excellent written and verbal communication for digesting complex processes
• Ability to present topics clearly to partners and clients
• Experience turning data into actionable insights

Responsibilities

• Support succession service offerings and maintain efficient processes
• Manage project intake and workflows to meet milestones
• Oversee escalations with internal partners and advisors
• Understand continuity and corporate planning options for advisor guidance
• Assist with succession planning engagements and implement clear strategies
• Use technology to automate manual tasks and scale processes
• Interact with business-unit partners to meet advisor needs
• Perform ad-hoc analysis and data entry as required
• Present new ideas to expand product offerings

Skills

Written & Verbal Communication

Data Analysis

Project Management

Cross-functional Collaboration

Attention to Detail

Problem Solving

Education

BA/BS in Business / Finance / Economics

Tools

Salesforce

Job description

LPL Financial is seeking an Analyst for Succession Planning within the Capital Partners & Client Solutions group in Charlotte, NC. You will help deliver end-to-end succession planning support for over 32,000 advisors, guiding continuity and corporate planning decisions.

The role emphasizes process improvement, data analysis, and scalable solutions, collaborating with internal teams and financial professionals to support advisor success and legacy planning initiatives.