Senior Financial Planner

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

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.

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.   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.

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   Core Competencies: 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  Software/Systems: Proficiency in Microsoft Office suite   Ability to effectively communicate, excellent organizational skills, and attention to detail   Pay Range: $76,323.00 - $127,205.00   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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of