Finance Jobs at LPL Financial with Visa Sponsorship
Finance jobs at LPL Financial span financial planning, investment operations, and compliance functions, with a consistent track record of sponsoring work visas for qualified candidates in this space. If you're targeting a Finance role here, the company's sponsorship infrastructure is well-established.
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Get Access To All JobsWhere Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Description
The Finance Systems Analyst reports to the Vice President of Finance Systems, under the Center of Excellence group. This group specializes in data projects under the hierarchy of the Chief Accounting Officer that require advanced analytic skills. This role will provide strategic, analytical, and technical support for various departments. You will leverage disparate data to create solutions that empower the business to effectively make decisions. The ideal candidate has a combination of strong business acumen, strong data analytic knowledge, and communication skills.
Responsibilities:
- Perform recurring and Ad-Hoc system administration tasks to support business operations.
- Translate and visualize data into information and insights to discover trends and patterns for solving the business problem and improving key performance indicators.
- Provide a customer centric experience for business partners.
- Create detailed documentation, process flows, and diagrams.
- Train and support end users on project solution functionality and procedures.
- Leverage existing systems used by the business to create efficiencies and automation (Oracle, SAP, Workday, etc.).
- Promote a culture of continuous improvement within a progressively evolving environment.
- Drive project development through the project lifecycle.
- Partner closely with our Product Management and Technology teams in support of various initiatives.
- Build and maintain relationships within Finance, Technology, other business organizations, and with third party vendors.
- Conduct ad hoc analysis, modeling, and additional responsibilities as required.
What are we looking for?
We want strong collaborators who are passionate about identifying and solving business inefficiencies. We are looking for people who thrive in an innovative environment, who are motivated, creative, team oriented, and are able to execute in a way that encourages continuous improvement.
Requirements
- Bachelor’s degree in data Analytics, Data Science, Finance, Business, or Economics (or equivalent experience).
- Experience with BI tools (Tableau, Power BI, Alteryx).
- Familiarity with Python or SQL.
- Minimum of 1-2 years of professional experience is required.
Core Competencies:
- Intellectually curious and have a background in data analyses.
- Exceptional critical thinking skills.
- Desire to drive organizational change through process improvement.
- Interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff.
Preferences
- Excellent quantitative/analytical skills, and ability to utilize data to tell the story and drive insights, tailoring messaging to appropriate level for audience.
- Finding opportunities for business process optimization.
- Proficiency in data analysis tools and languages, such as SQL and databases, or Python is a plus.
- Proficiency in dashboard and reporting development such as Tableau or Power BI.
- Proficiency in Microsoft Office, particularly Excel (pivot tables, formulas, charts, data modeling).
- Understanding adaptability for change in the bigger picture; embracing those changes as opportunity for growth & development.
- Outstanding problem-solving skills with a proactive approach towards assigned projects or tasks.
- Demonstrated ability to manage multiple projects and activities while meeting deadlines.
- Understanding of SOX controls and ensuring compliance over financial reporting.
Pay Range:
$58,092.00 - $96,820.00
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. Your recruiter will be happy to discuss all that LPL has to offer!
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, 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.
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.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
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 (855) 575-6947.
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Description
The Finance Systems Analyst reports to the Vice President of Finance Systems, under the Center of Excellence group. This group specializes in data projects under the hierarchy of the Chief Accounting Officer that require advanced analytic skills. This role will provide strategic, analytical, and technical support for various departments. You will leverage disparate data to create solutions that empower the business to effectively make decisions. The ideal candidate has a combination of strong business acumen, strong data analytic knowledge, and communication skills.
Responsibilities:
- Perform recurring and Ad-Hoc system administration tasks to support business operations.
- Translate and visualize data into information and insights to discover trends and patterns for solving the business problem and improving key performance indicators.
- Provide a customer centric experience for business partners.
- Create detailed documentation, process flows, and diagrams.
- Train and support end users on project solution functionality and procedures.
- Leverage existing systems used by the business to create efficiencies and automation (Oracle, SAP, Workday, etc.).
- Promote a culture of continuous improvement within a progressively evolving environment.
- Drive project development through the project lifecycle.
- Partner closely with our Product Management and Technology teams in support of various initiatives.
- Build and maintain relationships within Finance, Technology, other business organizations, and with third party vendors.
- Conduct ad hoc analysis, modeling, and additional responsibilities as required.
What are we looking for?
We want strong collaborators who are passionate about identifying and solving business inefficiencies. We are looking for people who thrive in an innovative environment, who are motivated, creative, team oriented, and are able to execute in a way that encourages continuous improvement.
Requirements
- Bachelor’s degree in data Analytics, Data Science, Finance, Business, or Economics (or equivalent experience).
- Experience with BI tools (Tableau, Power BI, Alteryx).
- Familiarity with Python or SQL.
- Minimum of 1-2 years of professional experience is required.
Core Competencies:
- Intellectually curious and have a background in data analyses.
- Exceptional critical thinking skills.
- Desire to drive organizational change through process improvement.
- Interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff.
Preferences
- Excellent quantitative/analytical skills, and ability to utilize data to tell the story and drive insights, tailoring messaging to appropriate level for audience.
- Finding opportunities for business process optimization.
- Proficiency in data analysis tools and languages, such as SQL and databases, or Python is a plus.
- Proficiency in dashboard and reporting development such as Tableau or Power BI.
- Proficiency in Microsoft Office, particularly Excel (pivot tables, formulas, charts, data modeling).
- Understanding adaptability for change in the bigger picture; embracing those changes as opportunity for growth & development.
- Outstanding problem-solving skills with a proactive approach towards assigned projects or tasks.
- Demonstrated ability to manage multiple projects and activities while meeting deadlines.
- Understanding of SOX controls and ensuring compliance over financial reporting.
Pay Range:
$58,092.00 - $96,820.00
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. Your recruiter will be happy to discuss all that LPL has to offer!
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, 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.
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.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
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 (855) 575-6947.
See all 30+ Finance Jobs at LPL Financial
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Finance Jobs at LPL Financial.
Get Access To All JobsTips for Finding Finance Jobs at LPL Financial
Align Your Credentials to LPL's Finance Functions
LPL Financial's Finance roles span investment operations, financial planning, and compliance. Certifications like the CFA or CFP signal direct fit. Ensure your resume maps your credentials to the specific function you're targeting, not Finance broadly.
Research LPL's DOL Labor Condition Applications
Before applying, search the DOL's OFLC disclosure database for LPL Financial's LCA filings in Finance. This confirms which job titles they've sponsored before and gives you realistic salary benchmarks to use in compensation conversations.
Target Roles Within LPL's Established Sponsorship Pathways
LPL Financial sponsors both H-1B and employment-based Green Card categories for Finance roles. Use Migrate Mate to filter open Finance positions at LPL that are currently active and have a sponsorship track record attached to the role type.
Time Your Application Around the H-1B Cap Cycle
If you need H-1B sponsorship, USCIS opens the registration window in March for an October 1 start. Securing an offer from LPL Financial by February gives your employer enough lead time to file during the registration period without rushing the process.
Clarify Sponsorship Scope During Offer Negotiations
Finance roles at investment management firms often involve multi-year career tracks. Ask explicitly whether LPL's sponsorship commitment covers both the initial H-1B petition and future PERM-based Green Card sponsorship, so there are no surprises two or three years in.
Prepare for a Specialty Occupation Justification
USCIS scrutinizes H-1B petitions for Finance roles where degree requirements aren't always consistent across employers. Have documentation ready showing your bachelor's degree field directly relates to the specific Finance function LPL is hiring you to perform.
Frequently Asked Questions
Does LPL Financial sponsor H-1B visas for Finance roles?
Yes, LPL Financial sponsors H-1B visas for Finance roles. The company has an established sponsorship process for qualified candidates in functions like investment operations, financial planning, and compliance. H-1B sponsorship requires your role to qualify as a specialty occupation under USCIS standards, which Finance positions at an investment management firm of LPL's scale typically meet.
How do I apply for Finance jobs at LPL Financial?
Applications go through LPL Financial's careers portal, where Finance roles are listed by function and location. Tailoring your resume to the specific Finance discipline matters more than applying broadly. You can also browse verified Finance openings at LPL Financial with sponsorship context on Migrate Mate, which filters roles by visa type and employer sponsorship history.
Which visa types does LPL Financial use to sponsor Finance professionals?
LPL Financial sponsors H-1B visas for Finance roles and supports employment-based Green Card pathways, primarily EB-2 and EB-3 categories, for longer-tenured employees. H-1B is the most common entry point for internationally sponsored Finance hires. The EB-2 pathway typically applies to roles requiring advanced degrees or specialized expertise, which many senior Finance positions at LPL satisfy.
What qualifications does LPL Financial expect for Finance roles?
LPL Financial's Finance roles generally require a bachelor's degree in finance, accounting, economics, or a closely related field. Many positions, particularly in investment operations or financial planning, favor candidates with designations like the CFA or CFP. For H-1B sponsorship purposes, your degree field must align directly with the role's core duties, so a general business degree may require stronger supporting documentation.
How long does the visa sponsorship process take when joining LPL Financial in a Finance role?
For H-1B sponsorship, USCIS standard processing runs three to five months after filing, with premium processing available to reduce that to 15 business days. Because H-1B petitions must be filed for an October 1 start, you'll want an offer in place by early spring. PERM-based Green Card sponsorship, if LPL initiates it later, typically adds one to three years depending on your country of birth and priority date movement.