Senior Financial Planner

LPL Financial; Arlington (VA); On-site; USD 76,000 - 127,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Senior Financial Planner to support advisors with comprehensive financial plan design and analysis. This role focuses on developing plans for end clients, aligning with Paraplanning Services standards, and presenting results professionally.

The ideal candidate has 5+ years in financial services, CFP strongly preferred, and experience using eMoney, MoneyGuide or RightCapital. A Bachelor's in Business or Finance completes the profile, with strong communication and

Qualifications

• 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.

Responsibilities

• Cultivate relationships with advisors to drive planning service utilization.
• Follow Paraplanning team standards in plan design and delivery.
• Align expectations with advisors to meet needs in Paraplanning Services.
• Collaborate with teammates during the plan development process.
• Present completed financial plans professionally to clients.
• Stay informed on personal financial planning trends and concepts.
• Identify advisor needs and refer to business partners when appropriate.
• Maintain knowledge of Wealth Planning offerings.
• Engage with advisors through onboarding and ongoing Paraplanning relationships.
• Foster positive relationships across Comprehensive Advice.

Skills

Financial planning concepts

Client relationship management

Communication skills

Microsoft Office

Team collaboration

Education

Bachelor's in Business/Finance

Tools

eMoney

MoneyGuide

RightCapital

Job description

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.

Job Overview

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.

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.

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.

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

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 advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. 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 [phone].