The High Net Worth Financial Planner will support advisors by creating advanced financial plans, assisting with data entry, and articulating recommendations to clients. The role requires collaborative work and research on financial planning questions.

Top Skills: Emoney AdvisorMS OfficeSalesforce

LPL Financial

Sr Analyst, Advanced Analytics

22 Days Ago

Remote

3 Locations

73K-122K Annually

Mid level

73K-122K Annually

Mid level

Fintech

Looking for a Sr Analyst to develop and deploy complex analytic solutions, mentor peers, and collaborate with business units. Candidate must have strong technical skills in ETL, data analytics, and visualization tools.

Top Skills: DbtPower BIPythonSASSQLTableau

LPL Financial

Startup Consultant

22 Days Ago

Remote

USA

80K-133K Annually

Junior

80K-133K Annually

Junior

Fintech

The Launch Consultant guides financial advisors in transitioning to independence, managing projects, coordinating tasks, and ensuring comprehensive support through client onboarding and resource preparation.

Top Skills: ActifiCRMFintech ToolsProject Management ToolsSmartsheetTableau

LPL Financial

VP, IAS Success Management

22 Days Ago

Remote

3 Locations

126K-209K Annually

Expert/Leader

126K-209K Annually

Expert/Leader

Fintech

The VP of Success Management will develop partnerships with independent advisors, enhance client experiences, drive engagement, and retain assets while leading strategic initiatives.

Top Skills: Financial ServicesInvestment PlatformsRelationship Management

LPL Financial

Sr. Analyst, Analytics Infrastructure [Scrum Master]

24 Days Ago

Remote

3 Locations

85K-142K Annually

Mid level

85K-142K Annually

Mid level

Fintech

The Sr. Analyst, Analytics Infrastructure role involves leading analytic developers, managing data requests, ensuring data quality, and facilitating the development process while collaborating with various business units.

Top Skills: DbtPythonSASSnowflake PlatformSQL