Senior Financial Planner & Paraplanning Lead

LPL Financial; Austin (TX); Sur place; USD 76 000 - 127 000; Plein temps

Résumé du poste

LPL Financial seeks a highly motivated Senior Financial Planner to support advisors in financial plan design and analysis. This role serves as a financial planner supporting several LPL advisors and their end clients.

You will cultivate relationships with advisors, ensure client satisfaction, and collaborate with teammates to develop comprehensive financial plans while staying current on planning developments and industry trends.

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.

Responsabilités

• 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 including, but not limited to 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 all business units across Comprehensive Advice.

Connaissances

Financial planning

Communication

Collaboration

Attention to detail

Formation

Bachelor's Degree in Business or Finance

Outils

eMoney

MoneyGuide

RightCapital

Microsoft Office

Description du poste

LPL Financial seeks a highly motivated Senior Financial Planner to support advisors in financial plan design and analysis. This role serves as a financial planner supporting several LPL advisors and their end clients.

You will cultivate relationships with advisors, ensure client satisfaction, and collaborate with teammates to develop comprehensive financial plans while staying current on planning developments and industry trends.