Senior Financial Planner | Paraplanning & Client Strategy

LPL Financial; Boston (MA); On-site; USD 7,600 - 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 several advisors and their clients by designing and presenting comprehensive financial plans. You will collaborate across the Paraplanning Services team to ensure high-quality, accurate planning outcomes.

Ideal candidates bring CFP or progress toward CFP, 5+ years in financial services, and experience with eMoney, MoneyGuide, or RightCapital. The role emphasizes client satisfaction and professional communication.

Qualifications

• Bachelor's degree in business, finance, or equivalent.
• CFP strongly preferred or working toward CFP.
• 5+ years of financial services experience.
• 3+ years in development and presentation of comprehensive financial plans.
• Experience with planning software: eMoney, MoneyGuide, RightCapital.

Responsibilities

• Cultivate relationships with advisors ensuring client satisfaction.
• Follow paraplanning standards.
• Align expectations with advisors to support planning.
• Collaborate with teammates during plan development.
• Professionally present completed financial plans.
• Stay informed on personal financial planning concepts and trends.
• Identify opportunities to refer to business partners.
• Maintain knowledge of Wealth Planning offerings.
• Engage with advisors through onboarding and ongoing relationship.
• Foster positive working relationships across teams.

Skills

Client relationship management

Communication

Financial analysis

Team collaboration

Education

Bachelor's degree in Business/Finance

CFP certification or in progress

Tools

eMoney

MoneyGuide

RightCapital

Microsoft Office

Job description

LPL Financial is seeking a Senior Financial Planner to support several advisors and their clients by designing and presenting comprehensive financial plans. You will collaborate across the Paraplanning Services team to ensure high-quality, accurate planning outcomes.

Ideal candidates bring CFP or progress toward CFP, 5+ years in financial services, and experience with eMoney, MoneyGuide, or RightCapital. The role emphasizes client satisfaction and professional communication.