Financial Planner

LPL Financial

279d • $74,100 - $123,500

About The Position

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.

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.
• 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.

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.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree