Senior Financial Planner — Impactful Paraplanning Leader

LPL Financial

Austin (TX)

On-site

USD 76,000 - 127,000

Full time

14 days+

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Job summary

LPL Financial is seeking a Senior Financial Planner to support advisors in all aspects of financial plan design and analysis within the Paraplanning Services team. The role involves presenting plans to clients and collaborating with advisors to tailor strategies that meet client goals.

Ideal candidates bring CFP credentials or progress toward CFP, 5+ years in financial services, and 3+ years designing and presenting comprehensive financial plans using tools like eMoney, MoneyGuide or

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 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.