Senior Financial Planner – Paraplanning & Client Outcomes

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

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