Senior Financial Planner

LPL’s Financial Planning team is seeking candidates passionate about providing financial planning support to advisors through a variety of means including developing financial plans, providing education on complex financial planning strategies and coaching advisors on best practices for running an efficient and profitable planning practice.  

This individual will be part of a growing team within the Comprehensive Advice organization responsible for supporting a network of independent Financial Advisors with back-office financial planning support so that our advisors can continue to provide superior personal financial advice to their clients. This is a salaried position, and the Financial Planner will not have the opportunity to build their own book of business, but may have the opportunity to present financial plans to clients in partnership with the financial advisor as needed.

Job Overview:

LPL’s Financial Planning Services team is looking for a highly motivated and qualified Senior Financial Planner to support a network of advisors in all aspects of financial planning.  

Responsibilities:

• Conduct data entry, plan design & analysis and provide a written summary of recommendations and next steps.
• Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization and retention of planning services.
• Consult with LPL Financial Advisors on all aspects of financial planning to increase the adoption of planning and provide practical guidance to existing planners to gain efficiencies and drive growth and plan penetration.
• Professionally present completed financial plans to advisors and clients as needed
• Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends. 
• Identify advisor needs and additional opportunities to refer to business partners including, but not limited to High-Net-Worth Services, and Tax Planning.  
• Cultivate positive working relationships within the team and all business units across Comprehensive Advice.  
• Play a critical role in collaborating with branch management and field leadership within the independent advisor network model.
• Proactively engage with advisors both virtually and in-person to drive financial planning adoption and implementation. Expected 20% travel to advisor offices and regional branch locations.

Requirements:

• Bachelor's Degree in Business, Finance, or equivalent experience 
• Must have CFP® or currently pursuing
• 5+ years of financial services experience with 3+ years of experience in the development and presentation of comprehensive financial plans 
• Strong understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning  
• Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
• Demonstrate expertise with eMoney, MoneyGuide or RightCapital  
• Ability to effectively communicate, excellent organizational skills, and attention to detail is a must 
• Ability to prioritize and handle multiple tasks at once  
• Excellent interpersonal and collaboration skills 

Pay Range:

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.