Senior Financial Planner

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. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit  At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best.

Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit  Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

• Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization and retention of planning services.
• Understand and follow Paraplanning team standards.
• Communicate and align on expectations with advisors understanding their preferences and needs 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 financial planning developments and industry trends.
• Identify advisor needs and additional opportunities to refer to business partners including, but not limited to Client Experience, High Net Worth Services, and Tax Planning.
• Maintain knowledge of all Wealth Planning offerings.
• Engage with the advisor through onboarding, integration, and throughout the advisor relationship with Paraplanning Services.
• Cultivate positive working relationships within the team and all business units across Comprehensive Advice.

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• 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, Money Guide or Right Capital

• Understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning
• Ability to prioritize and handle multiple tasks at once
• Interpersonal and collaboration skills

• Proficiency in Microsoft Office suite
• Ability to effectively communicate, excellent organizational skills, and attention to detail

$76,323.00 - $

Actual base salary varies based on factors, including but not limited to, relevant skill, prior…