Senior Financial Planning Consultant

Overview

Are you passionate about financial planning and eager to make a meaningful impact? LPL’s Financial Planning Group is looking for knowledgeable, curious, and collaborative professionals to support financial advisors through inbound calls and emails.

Responsibilities

• Handle inbound calls and emails from LPL financial advisors and staff, providing clear guidance and resources on financial planning concepts and strategies.
• Research complex planning questions using reference materials and team support and follow up with advisors to share findings.
• Connect advisors with the right partners (LPL or external) to ensure they get the support they need.
• Refer advisors to relevant LPL planning support such as Practice Management Coaching, Case Consulting, and Paraplanning.

Requirements

• CFP® designation
• 5+ years of experience in financial services industry, ideally related to financial planning.

Competencies

• Grasp of financial planning concepts, with the humility to recognize knowledge gaps and the curiosity to seek answers.
• Communication skills are required. Must have the ability to ask good questions and listen to understand. Must be able to communicate complex planning concepts clearly and concisely both orally and written.
• Collaborative, positive, and committed to delivering exceptional service to advisors.
• Microsoft Office tools (Outlook, Word, Excel, and PowerPoint) and SmartSheet.
• Familiarity with popular financial planning software such as eMoney/WealthVision, MoneyGuide, and/or RightCapital is a plus, but not required.

Preferences

• Additional credentials in areas like tax or estate planning are a plus.

Pay Range

Pay Range: $76,323.00 - $127,205.00 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.

About the Role

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(6), 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.

Join the LPL Team

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.

EEO

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.