Senior Financial Planner - Paraplanning & Client Strategy

LPL Financial LLC; Boston (MA); On-site; USD 76,000 - 127,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking a Senior Financial Planner to support several advisors and end clients by designing and analyzing financial plans.

This role emphasizes relationship-building with advisors, adherence to paraplanning standards, and presenting polished plans to clients. The ideal candidate has 5+ years in financial services, CFP preferred or pursuing CFP, and hands-on experience with planning tools (eMoney, MoneyGuide, RightCapital).

Qualifications

• CFP® preferred or working towards CFP®
• 5+ years of financial services experience
• 3+ years in development and presentation of comprehensive financial plans
• Experience with planning tools 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 developments and industry trends.
• Identify advisor needs and opportunities to refer to business partners including 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 across Comprehensive Advice.

Skills

CFP®

Financial services

Plan development

Client collaboration

Education

Bachelor's Degree in Business/Finance

CFP training / in progress

Tools

eMoney

MoneyGuide

RightCapital

Job description

LPL Financial Holdings Inc. is seeking a Senior Financial Planner to support several advisors and end clients by designing and analyzing financial plans.

This role emphasizes relationship-building with advisors, adherence to paraplanning standards, and presenting polished plans to clients. The ideal candidate has 5+ years in financial services, CFP preferred or pursuing CFP, and hands-on experience with planning tools (eMoney, MoneyGuide, RightCapital).