High Net Worth Planner

LPL Financial

1d

About The Position

Do you feel the most fulfilling aspect of being a financial planner is developing potential techniques and strategies for advisors and their client’s consideration? Do you enjoy collaborating and socializing with other subject matter experts including CFP®s, Attorneys, and CPAs to explore all angles of an opportunity or challenge? This individual will be part of a growing team within the LPL Business Solutions organization responsible for supporting Financial Advisors with back-office financial planning support so that they can continue to provide superior personal financial advice to their clients. The ideal candidate will be passionate about financial planning and eager to advance their planning knowledge. High-Net-Worth Services offers a comprehensive suite of fee-based planning services and additional high-net-worth focused capabilities to help LPL advisors win and serve high-net-worth investors with more complex needs. Our human-led, tech-enabled services help our advisors deliver great financial advice and run thriving businesses. Job Overview: In support of subscribing advisors and their affluent/mass affluent clients, the Planner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Advanced Financial Plans. Acting in a specialist capacity, the Planner will tackle eMoney data entry, collaborate with High-Net-Worth Services colleagues and advisors on plan design, create plan summaries, and help prepare advisors to present the plan to their clients.

Requirements

• Bachelor’s degree
• Must have CFP® designation
• Minimum of 3 years of experience within a financial services and/or a financial planning environment
• Minimum of 2+ year of experience planning for affluent clients ($5M+ net worth) and proficiency with eMoney Advisor
• This position requires excellent customer service skills with an emphasis in communication abilities; both verbal and written.
• Ability to excel in a fast-paced environment encompassing multiple disciplines and product lines

Nice To Haves

• Additional Designations: CEP®, CPWA®, CEPA®, CRPC®, CAP®
• Strong personal financial planning knowledge and an understanding of financial services products and solutions
• Software/Systems Skills: MS Office, Salesforce
• Strong teamwork and interpersonal skills

Responsibilities

• Assist in the client data-gathering process and input data into financial planning software (eMoney).
• Analyze financial data to construct comprehensive financial plans and develop customized financial solutions and strategies for end clients. Areas of emphasis include lifestyle maintenance, estate planning, philanthropic planning, asset management, and risk mitigation.
• The candidate will need to clearly articulate planning recommendations to Advisors and end clients as necessary.
• Research ad-hoc financial planning questions as necessary to further support our Advisors and their clients.
• Has proficiency in eMoney
• Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees