Senior Financial Planner & Paraplanning Lead
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-09
Listing for:
LPL Financial
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services, Wealth Management
Job Description & How to Apply Below
LPL Financial is seeking a Senior Financial Planner to support advisors in all aspects of financial plan design and analysis within the Paraplanning Services team. This role will serve as a financial planner supporting several LPL advisors and their end clients.
The position requires cultivating relationships with advisors, presenting completed financial plans, and staying current on planning concepts and industry trends. Collaboration with teammates is essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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