New Grad 2027 – Foundational Analyst Rotational (FAR) Program – Data Analytics

LPL Financial LLC; Fort Mill (SC); On-site; USD 40,000 - 68,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC invites you to join the FAR Program – Data Analytics track, a two-year, full-time development program designed to expose you to key business areas. You will rotate across multiple teams, gaining experience in financial analysis, accounting, corporate strategy, and operations while building essential technical and professional skills.

You will develop strong data analytics capabilities using SQL/SAS, Tableau/Power BI, and Python, with mentorship from a dedicated program manager

Qualifications

• Pursuing bachelor's degree with anticipated graduation between Dec 2026 and May 2027.
• GPA requirement of 3.3 minimum to be considered.

Responsibilities

• Rotate through three data analytics teams to build skills in data analysis, querying, and visualization.
• Gain understanding of LPL’s business and wealth management industry.
• Develop technical and professional competencies including collaboration and relationship management.
• Work with Finance, Risk, Operations and Compliance leadership teams.
• Meet regularly with a program manager for coaching and mentorship.
• Build relationships within a growing professional network.

Skills

SQL

SAS

Tableau

Power BI

Python

Communication

Education

Pursuing Bachelor's degree

GPA 3.3 minimum

Tools

Excel

Microsoft Office

Job description

Are you graduating by June 2027 and ready to launch your career in data analytics with a dynamic, industry-leading company to accelerate your growth and development? Then our two-year, FAR Program – Data Analytics track is the place to start. Our mission is to develop well-rounded analysts, while providing diverse experiences, extensive industry training, and exciting opportunities to grow your career.

Job Overview:

The Financial Analyst Rotational (FAR) Program – Data Analytics track is a two-year, full-time development program designed to provide early-career professionals with broad exposure to key areas of the business. Participants complete rotations across multiple teams, gaining experience in financial analysis, accounting, corporate strategy, and business operations while building the technical and professional skills needed to succeed in the financial services industry.

Responsibilities:

• Rotate through three different data analytics teams and build crucial skills in data analysis, querying, and visualization.
• Develop a thorough understanding of LPL’s business and the wealth management industry.
• Build strong technical skills, while also learning professional competencies, such as collaboration and relationship management.
• Gain exposure to our Finance, Risk, Operations, and Compliance, leadership teams.
• Meet regularly with your dedicated program manager to receive personalized coaching and mentorship.
• Cultivate new relationships in a fast-growing network of professionals.

What are we looking for?

We’re looking for strong collaborators who take initiative 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:

• Candidates must be currently pursuing a bachelor's degree and have an anticipated graduation date between December 2026 and May 2027 3.3 GPA minimum.
• Offer is contingent upon completion of bachelor’s degree, successful background screening, and agreement to be local to the Fort Mill/Charlotte office.

Preferences:

• All majors are considered, but programs focusing in data science, computer science, business analytics, mathematics, or information systems are preferred. 3.5 GPA or higher.
• Intermediate in at least 1 data analytic language (SQL, SAS, etc.)
• Intermediate in at least 1 data visualization tool (Tableau, PowerBI, etc.)
• Intermediate in at least 1 scripting language (SAS, Python, etc.)
• Proficient in Microsoft Office.
• Effective communication, multi-tasking, analytical, and problem-solving skills.
• Passionate, driven, open to new opportunities, and proactive.

PLEASE NOTE:

PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis. Priority Application Date: September 25 at 11:59 PM PST

Disclaimer for international students:

At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position. You will be responsible for obtaining and providing LPL the required I-9 documentation as part of our onboarding process. Positions offered are for full-time work at 40 hours per week. Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.

Pay Range:

Pay Range: $29.36-$48.93/hour

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.

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 www.lpl.com. 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 www.lpl.com.

Information on Interviews:

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 [phone].

EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Principals only.

EEO.