LPL Financial
Senior Financial Planning Consultant
LPL Financial, San Diego, California, United States, 92189
5 days ago Be among the first 25 applicants
What if you could
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.
Overview 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.
Responsibilities
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 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.
Requirements
CFP® designation
5+ years of experience in financial services industry, ideally related to financial planning.
Competencies
Strong grasp of financial planning concepts, with the humility to recognize knowledge gaps and the curiosity to seek answers.
Excellent communication skills are required. Must have the ability to ask good questions and listen to understand. Must be able to communicate complex planning concepts clearly and concisely both orally and written.
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, and 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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Limitless Career Potential: Your career at LPL has no limits, only amazing 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: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.
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 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.
EAC1.22.25
#J-18808-Ljbffr
What if you could
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.
Overview 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.
Responsibilities
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 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.
Requirements
CFP® designation
5+ years of experience in financial services industry, ideally related to financial planning.
Competencies
Strong grasp of financial planning concepts, with the humility to recognize knowledge gaps and the curiosity to seek answers.
Excellent communication skills are required. Must have the ability to ask good questions and listen to understand. Must be able to communicate complex planning concepts clearly and concisely both orally and written.
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, and 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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Limitless Career Potential: Your career at LPL has no limits, only amazing 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: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.
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 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.
EAC1.22.25
#J-18808-Ljbffr