The Work Index by Flexa

LPL Financial

LPL Financial is the nation's largest independent broker-dealer*, supporting financial advisors and their clients.

https://www.lpl.com/
6.0

/10

Transparency ranking

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Description

LPL Financial is a Fortune 500 company and the nation’s largest independent broker-dealer, providing support and resources to financial advisors and institutions across the country. They offer a range of services, including brokerage and advisory services, innovative technology, market research, compliance oversight, and consulting, all designed to empower advisors to run successful businesses and serve their clients effectively. LPL's commitment to advisors is evident in their mission statement: "We take care of our advisors, so they can take care of their clients." This commitment is reflected in their core values, which emphasize progress over perfection, feedback, results, and a broader perspective.

LPL Financial prioritizes a culture of belonging, inclusion, and community involvement. They strive to create a diverse and equitable workplace, supporting employees through various Employee Resource Groups (ERGs) and a robust benefits package. Beyond the workplace, LPL actively engages in community service, with programs like the LPL Financial Foundation, matching gift program, and Volunteer Time Off (VTO) to support nonprofits and advance the economic well-being of underserved populations. They are also committed to environmental sustainability, demonstrated through LEED-certified buildings, paperless processes, water management, energy conservation, and recycling programs.

Flexibility

LPL Financial offers a work environment that prioritizes employee well-being, supporting work-life balance by encouraging staff to pursue personal interests and spend time with loved ones. The company has corporate offices in several locations across the United States and also supports a high number of remote employees. No matter where their employees work, LPL Financial offers a variety of benefits and resources to enhance their lives, both inside and outside of the office.

Hybrid

Benefits

LPL Financial offers competitive compensation packages that go beyond just salary and insurance. Their comprehensive benefits package includes health plans and wellness resources, financial literacy education, planning guidance, and various other tangible and intangible benefits that aim to enrich employees' lives and support their personal and professional development. They value work-life balance and encourage their employees to pursue personal interests and spend time with family and friends so they can flourish in their careers.

WFA scheme

Mission

LPL Financial's mission is to empower financial advisors and institutions to succeed by providing them with the resources, tools, and support they need to run their businesses effectively and serve their clients with the highest level of quality and care. This mission is centered on providing advisors with the freedom to build the practice they envision, ultimately enabling them to focus on their clients' needs and help them achieve their financial goals.

Automation
Data-driven
Disruptor
Environmental impact driven
Social impact led
Sustainability

Culture

LPL Financial promotes a culture that values progress over perfection, teamwork, and inclusivity. They foster an environment where employees feel empowered to contribute their diverse talents and perspectives, while also offering a supportive and collaborative work environment. They prioritize community involvement and employee well-being, providing opportunities for both professional and personal development.

Agile and dynamic
Collaborative
Engaging
Entrepreneurial
Fun
People-first
Progressive
Supportive
Transparent

DE&I

LPL Financial believes that diversity, equity and inclusion are crucial for fostering a culture of innovation and respect. They are committed to creating an inclusive workplace where everyone can reach their full potential by celebrating culture, empowering employees, and supporting community involvement. They also have an Advisor Diversity and Inclusion program designed to attract, develop, and collaborate with a diverse range of financial professionals, reflecting the changing marketplace. They also have several Employee Resource Groups (ERGs) to foster a culture of equity and inclusivity, bringing together employees who share common interests and experiences.

LGBTQ+ representatiion

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