Job Details

Join to apply for the Senior Financial Planning Consultant role at LPL Financial

Overview:

LPL's Financial Planning Services team is seeking passionate, experienced, and highly motivated planning professionals to help drive financial planning adoption and impact amongst our affiliated enterprises. The Senior Financial Planning Consultant supports financial advisors and institutions in enhancing their financial planning practices through education, consulting, and plan development. This role contributes to the broader strategy of increasing financial planning adoption and implementation across the firm. As part of the Financial Planning Services team within the Wealth Planning organization, the Senior Consultant collaborates with peers and leadership to deliver impactful advisor support and drive client outcomes.

What are we looking for?

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.

Key Responsibilities:

• Provide consulting to advisors on financial planning practice management, including process design, service and pricing models, technology integration, and business model optimization.
• Develop comprehensive financial plans using planning software and collaborate with advisors to implement strategies tailored to client needs.
• Educate advisors on planning opportunities such as retirement, estate, tax, and risk management strategies.
• Deliver virtual and in-person training sessions and create educational materials to support advisor growth and planning proficiency.
• Support onboarding of advisors to financial planning tools and resources.
• Identify opportunities for plan implementation and facilitate referrals across departments.
• Contribute to the creation and refinement of content, tools, and resources that enhance advisor capabilities and client outcomes.
• Analyze data to monitor engagement and effectiveness of planning initiatives.
• Collaborate with internal teams to promote financial planning services and align efforts with broader business goals.
• Participate in advisor engagements and internal initiatives to represent the Financial Planning Services team.
• Consult with advisors and enterprise program leaders to activate or refine their financial planning approach.
• Facilitate peer engagement opportunities to share best practices and promote adoption of planning tools and services.
• Stay current on financial planning trends and apply insights to team initiatives and advisor support.
• Assist in managing planning-related escalations and contribute to continuous improvement efforts within the team.

Requirements:

• Bachelor's degree required.
• 5+ years of experience in financial services, with a focus on financial planning or advisor consulting.
• Proficiency in financial planning software (eMoney preferred).
• Experience in delivering education or consulting in a financial planning context.

Core Competencies:

• Ability to work collaboratively in a dynamic, team-oriented environment.
• Strong communication, presentation, and organizational skills.
• Excellent interpersonal and collaboration skills
• Ability to prioritize and handle multiple tasks at once

Preferences:

• FINRA Series 7 and 63/65 or 66 preferred.
• CFP certification strongly preferred or in progress

Pay Range:

$74,100-$123,500/year

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.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. LPL serves more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide. We are committed to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means advisors and institution leaders have the freedom to choose their business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way and the freedom to manage client relationships.

Why LPL?

• Innovative Environment: We foster creativity and growth with a supportive leadership team.
• Limitless Career Potential: Your career has no limits, only potential.
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work: The size of our organization supports meaningful impact.
• Commitment to Equality: We support workplace equality and diverse perspectives.
• Community Focus: We care for communities and encourage employees to participate.
• Benefits and Total Rewards: Our Total Rewards package includes a mix of traditional and unique benefits, perks, and resources.

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. Principals only. EOE.

Information on Interviews:

LPL will only communicate with an 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 payment or sensitive financial information. For questions about the application process, contact LPL's Human Resources Solutions Center at (855) ###-####.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales