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. LPL Total Rewards package is designed to support your success at work, at home, and at play, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will discuss all the details with you. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to empower advisors and institutions. Today, LPL is a leader serving more than 23,000 financial advisors, including those at approximately 1,000 institutions and about 580 RIAs nationwide. We are committed to the advisor-mediated model and to providing Americans with access to personalized guidance from a financial professional. Independence means advisors and institution leaders have the freedom to choose their business models, services, and technology resources. We take care of our advisors and institutions so they can take care of their clients. Why LPL?
Innovative Environment: A supportive and responsive leadership team. Unified Mission: One team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work: At a size that enables real impact. Commitment to Equality: We support workplace equality and value diverse perspectives. Community Focus: We care for our communities and encourage employee involvement. Join LPL Financial: Where Your Potential Meets Opportunity. We offer an objective financial guidance platform with integrated technology, brokerage, and investment advisor services. Information on Interviews
LPL will communicate with applicants from an official lplfinancial.com email address and will not conduct interviews online or in chatrooms. LPL will not request payment or bank/credit card information during interviews. For questions about the application process, contact LPL’s Human Resources Solutions Center at 855-575-6947. EOE. Principals only. Locations & Job Function
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
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. LPL Total Rewards package is designed to support your success at work, at home, and at play, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will discuss all the details with you. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to empower advisors and institutions. Today, LPL is a leader serving more than 23,000 financial advisors, including those at approximately 1,000 institutions and about 580 RIAs nationwide. We are committed to the advisor-mediated model and to providing Americans with access to personalized guidance from a financial professional. Independence means advisors and institution leaders have the freedom to choose their business models, services, and technology resources. We take care of our advisors and institutions so they can take care of their clients. Why LPL?
Innovative Environment: A supportive and responsive leadership team. Unified Mission: One team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work: At a size that enables real impact. Commitment to Equality: We support workplace equality and value diverse perspectives. Community Focus: We care for our communities and encourage employee involvement. Join LPL Financial: Where Your Potential Meets Opportunity. We offer an objective financial guidance platform with integrated technology, brokerage, and investment advisor services. Information on Interviews
LPL will communicate with applicants from an official lplfinancial.com email address and will not conduct interviews online or in chatrooms. LPL will not request payment or bank/credit card information during interviews. For questions about the application process, contact LPL’s Human Resources Solutions Center at 855-575-6947. EOE. Principals only. Locations & Job Function
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr