Senior Financial Planner | Paraplanning & Client Impact

LPL Financial; Tempe (AZ); 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 in all aspects of financial plan design and analysis within our Paraplanning Services team. You will serve as a trusted planner for several advisors and their clients, delivering thoughtful, comprehensive plans.

Responsibilities include cultivating advisor relationships, presenting plans, and staying current on planning developments and offerings.

Qualifications

• Bachelor's degree in Business, Finance, or equivalent experience required.
• CFP® strongly preferred, equivalent experience or working towards CFP®.

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.
• 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.

Skills

Financial planning

Client relationship management

Team collaboration

Communication

Attention to detail

Education

Bachelor's degree in Business, Finance or equivalent

CFP certification preferred

Tools

eMoney

MoneyGuide

RightCapital

Job description

LPL Financial is seeking a Senior Financial Planner to support advisors in all aspects of financial plan design and analysis within our Paraplanning Services team. You will serve as a trusted planner for several advisors and their clients, delivering thoughtful, comprehensive plans.

Responsibilities include cultivating advisor relationships, presenting plans, and staying current on planning developments and offerings.