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About the Role
LPL's Paraplanning Services team is seeking a Senior Financial Planner to support advisors in financial plan design and analysis, serving as a key point of contact for advisors and their clients.
Responsibilities
- Cultivate advisor relationships to ensure client satisfaction and drive retention of planning services.
- Adhere to Paraplanning team standards.
- Communicate and align on expectations with advisors to effectively work within Paraplanning Services.
- Collaborate with teammates during the plan development process.
- Professionally present completed financial plans.
- Demonstrate a strong understanding of personal financial planning concepts and stay informed of current trends.
- Identify advisor needs and opportunities to refer to business partners.
- Maintain knowledge of all Wealth Planning offerings.
- Engage with advisors throughout their relationship with Paraplanning Services.
- Cultivate positive working relationships within the team and across Comprehensive Advice.
Requirements
- Bachelor's Degree in Business, Finance, or equivalent experience.
- CFP® strongly preferred, equivalent experience or working towards CFP®.
- 5+ years of financial services experience.
- 3+ years of experience in the development and presentation of comprehensive financial plans.
- Experience with eMoney, MoneyGuide or RightCapital.
- Understanding of personal financial planning including retirement, personal wealth management, risk management, and education planning.
- Ability to prioritize and handle multiple tasks.
- Interpersonal and collaboration skills.
- Proficiency in Microsoft Office suite.
- Ability to communicate effectively.
- Excellent organizational skills.
- Attention to detail.
Skills
- Financial plan design
- Financial plan analysis
- Client relationship management
- Financial planning concepts
- Retirement planning
- Personal wealth management
- Risk management
- Education planning
- Microsoft Office suite
Location
- Remote
Work Type
- Full-time
Experience Level
- Senior
Education Level
- Bachelor's Degree
Salary/Compensations
- $76,323.00 - $127,205.00
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
About the Company
- LPL Financial Holdings Inc. is a leading wealth management firm supporting over 32,000 financial advisors and approximately 1,100 financial institutions.
- The firm provides a wide range of services including advisor affiliation models, investment solutions, fintech tools, and practice management services.
- LPL empowers advisors and institutions with the freedom to choose their business model, services, and technology resources to run thriving businesses.
- The company's mission is to help clients pursue their financial goals by supporting their advisors and institutions.
Equal Opportunity
- Principals only. EOE.