Senior Financial Planner

LPL Financial•Charlotte, TX

About The Position

LPL’s Paraplanning Services team is looking for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis. This individual will serve as a financial planner supporting several LPL advisors and their end clients.

Requirements

Bachelor's Degree in Business, Finance, or equivalent experience
CFP® strongly preferred, equivalent experience or working towards CFP®
5+ years of financial services experience
3+ years of experience in the development and presentation of comprehensive financial plans
Experience with eMoney, MoneyGuide or RightCapital
Understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning
Ability to prioritize and handle multiple tasks at once
Interpersonal and collaboration skills
Proficiency in Microsoft Office suite
Ability to effectively communicate, excellent organizational skills, and attention to detail

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 Experience, High Net Worth Services, and Tax Planning.
Maintain knowledge of all Wealth Planning 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.