LPL Financial
Senior Financial Planning Consultant
LPL Financial, San Diego, California, United States, 92189
Overview
Join to apply for the
Senior Financial Planning Consultant
role at
LPL Financial . Are you passionate about financial planning and eager to make a meaningful impact? LPL’s Financial Planning Group is looking for knowledgeable, curious, and collaborative professionals to support financial advisors through inbound calls and emails. In this role, you’ll answer questions on a wide range of financial planning concepts, helping advisors deliver exceptional value to their clients. Beyond phone and email support, there may be future opportunities to contribute to educational content development and brainstorm planning strategies for unique client cases. You’ll be part of an exceptional team of planning consultants dedicated to delivering timely, accurate, and actionable advice across all areas of financial planning.
Handle inbound calls and emails from LPL financial advisors and staff, providing clear guidance and resources on financial planning concepts and strategies.
Research complex planning questions using reference materials and team support and follow up with advisors to share findings.
Connect advisors with the right partners (LPL or external) to ensure they get the support they need.
Refer advisors to relevant LPL planning support such as Practice Management Coaching, Case Consulting, and Paraplanning.
What we are 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.
Requirements
CFP designation 5+ years of experience in the financial services industry, ideally related to financial planning.
Competencies
Strong grasp of financial planning concepts, with humility to recognize knowledge gaps and the curiosity to seek answers. Excellent communication skills; ability to ask good questions and listen to understand. Must communicate complex planning concepts clearly and concisely, both orally and in writing. Collaborative, positive, and committed to delivering exceptional service to advisors.
Preferences
Additional credentials in areas like tax or estate planning are a plus. Proficient with Microsoft Office tools (Outlook, Word, Excel, PowerPoint) and SmartSheet. Familiarity with popular financial planning software such as eMoney/WealthVision, MoneyGuide, and/or RightCapital is a plus, but not required.
Pay Range
$81,500-$135,900/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 – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
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 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.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
Benefits and Total Rewards: Our Total Rewards package includes a mix of traditional and unique benefits designed to enhance your life at work and at home.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.
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. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
#J-18808-Ljbffr
Join to apply for the
Senior Financial Planning Consultant
role at
LPL Financial . Are you passionate about financial planning and eager to make a meaningful impact? LPL’s Financial Planning Group is looking for knowledgeable, curious, and collaborative professionals to support financial advisors through inbound calls and emails. In this role, you’ll answer questions on a wide range of financial planning concepts, helping advisors deliver exceptional value to their clients. Beyond phone and email support, there may be future opportunities to contribute to educational content development and brainstorm planning strategies for unique client cases. You’ll be part of an exceptional team of planning consultants dedicated to delivering timely, accurate, and actionable advice across all areas of financial planning.
Handle inbound calls and emails from LPL financial advisors and staff, providing clear guidance and resources on financial planning concepts and strategies.
Research complex planning questions using reference materials and team support and follow up with advisors to share findings.
Connect advisors with the right partners (LPL or external) to ensure they get the support they need.
Refer advisors to relevant LPL planning support such as Practice Management Coaching, Case Consulting, and Paraplanning.
What we are 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.
Requirements
CFP designation 5+ years of experience in the financial services industry, ideally related to financial planning.
Competencies
Strong grasp of financial planning concepts, with humility to recognize knowledge gaps and the curiosity to seek answers. Excellent communication skills; ability to ask good questions and listen to understand. Must communicate complex planning concepts clearly and concisely, both orally and in writing. Collaborative, positive, and committed to delivering exceptional service to advisors.
Preferences
Additional credentials in areas like tax or estate planning are a plus. Proficient with Microsoft Office tools (Outlook, Word, Excel, PowerPoint) and SmartSheet. Familiarity with popular financial planning software such as eMoney/WealthVision, MoneyGuide, and/or RightCapital is a plus, but not required.
Pay Range
$81,500-$135,900/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 – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
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 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.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
Benefits and Total Rewards: Our Total Rewards package includes a mix of traditional and unique benefits designed to enhance your life at work and at home.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.
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. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
#J-18808-Ljbffr