Senior Financial Planner & Paraplanning Lead
Listed on 2026-10-16
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Finance & Banking
Senior Financial Analyst, Financial Reporting, Financial Analyst, Financial Advisor / Consultant
LPL Financial is seeking a Senior Financial Planner to support multiple advisors and their clients in plan design and analysis. This role requires strong collaboration, technical financial planning knowledge, and the ability to present plans professionally.
Ideal candidates will have a CFP designation in progress or completed, and 5+ years in financial services with experience building and presenting comprehensive plans using eMoney, Money Guide, or Right Capital.
Our organisation is growing, and we are hiring a Senior Financial Planner & Paraplanning Lead in Charlotte, NC, United States.
The following opening is for a Senior Financial Planner & Paraplanning Lead with LPL Financial LLC.
Our group is growing, and we are hiring a Senior Financial Planner & Paraplanning Lead in Charlotte, NC, United States.
This opening is for the Senior Financial Planner & Paraplanning Lead role at LPL Financial LLC.
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