Legacy Planning Analyst Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst -
Business
Financial Advisor / Consultant, Financial Analyst
LPL Financial is seeking an Analyst for the Capital Partners & Client Solutions group to support Succession Planning for thousands of advisor practices. You will help deliver end-to-end services, manage project intake, and coordinate with internal partners and advisors to ensure timely milestones.
Typical responsibilities include process optimization, data analysis, and communicating findings to stakeholders while leveraging technology to scale operations across the network of 32,000+ advisors.
We would love to welcome a new Legacy Planning Analyst for Advisor Growth to our team in Fort Mill, SC, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Legacy Planning Analyst for Advisor Growth role in the description above.
We appreciate your interest in this position.
Join LPL Financial and contribute to our ongoing work.
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