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. 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 and 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. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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 the freedom to manage their client relationships. Join LPL
Join LPL Financial: Where Your Potential Meets Opportunity. We believe that everyone deserves objective financial guidance and offer an integrated platform of technology, brokerage, and investment advisor services. 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. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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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. 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 and 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. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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 the freedom to manage their client relationships. Join LPL
Join LPL Financial: Where Your Potential Meets Opportunity. We believe that everyone deserves objective financial guidance and offer an integrated platform of technology, brokerage, and investment advisor services. 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. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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