Financial Planner - job 2 of 2
Does helping others with their financial vision motivate you? Are you excited about shaping the future of the financial planning industry? If so, LPL Financial is the place for you!
Excited to learn more? If so, then this could be the role for you!
LPL’s Paraplanning Solutions team is seeking candidates passionate about financial planning who are also interested in the idea of growing a new service.
This individual will be part of a growing team responsible for supporting Financial Advisors and Planners with their financial planning needs so that they can provide superior personal financial advice to their clients. The ideal candidate will be passionate about financial planning, eager to advance their planning knowledge, help advisors expand their financial planning offerings, and interested in shaping a new service.
Paraplanning Services is a part of LPL’s Wealth Management Solutions. Wealth Management Solutions is responsible for the firm’s overall wealth management strategy, including Investment Product Management, Advisory Platform development, Retirement Partners, Research and Strategic Partners – including Technology and Asset Management relationships. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses.
Job Overview:
LPL’s Paraplanning Services team is looking for a highly motivated and qualified Financial Planner to support advisors in all aspects of financial plan design and analysis. This individual will serve as a paraplanner supporting several LPL advisors and their end clients.
Responsibilities:
Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization and retention of planning services.
Understand and follow Paraplanning team standards.
Communicate and align on expectations with advisors understanding their preferences and needs to effectively work within Paraplanning Services.
Collaborate with teammates during the plan development process.
Professionally present completed financial plans.
Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends.
Identify advisor needs and additional opportunities to refer to business partners including, but not limited to Client Success, High Net Worth Services, and Tax Planning.
Maintain knowledge of all Comprehensive Advice offerings.
Engage with the advisor through onboarding, integration, and throughout the advisor relationship with Paraplanning Services.
Cultivate positive working relationships within the team and all business units across Comprehensive Advice.
Requirements:
Bachelor's Degree in Business, Finance, or equivalent experience
Must have CFP® or equivalent experience
5+ years of financial services experience with 3+ years of experience in the development and presentation of comprehensive financial plans
Strong understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning
Software/Systems: Proficiency in Microsoft Office suite
Demonstrate expertise with eMoney, MoneyGuide or RightCapital
Ability to effectively communicate, excellent organizational skills, and attention to detail is a must
Ability to prioritize and handle multiple tasks at once
Excellent interpersonal and collaboration skills
#LI-PA
Pay Range:
$74,100-$123,500/yearCompany 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.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
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. Learn more here!
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.
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Are you passionate about helping others achieve their financial dreams? If so, join LPL Financial as a Financial Planner! LPL's Paraplanning Solutions team is on the lookout for enthusiastic individuals who are excited about the possibility of shaping a new service within the financial planning landscape. In this remote role, you'll collaborate with Financial Advisors to develop tailored financial plans that fit the unique needs of their clients. Your responsibilities won’t just stop at creating financial plans; you’ll also cultivate strong relationships with advisors, ensuring they are satisfied and remain engaged with the planning services we offer. A great fit for this role means you’ll have a strong grasp of personal financial planning concepts and an eagerness to stay updated on industry trends. With over five years of financial services experience, and proficiency in tools like eMoney or MoneyGuide, you’ll bring expertise and organization to the team. Plus, you'll have the chance to work closely with advisors during onboarding and throughout their relationship with Paraplanning Services. If you’re ready to leverage your skills in a supportive, innovative environment where you can truly make an impact, LPL Financial invites you to explore the opportunities that lie ahead in our growing team!
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