Senior Financial Planner & Paraplanning Lead

LPL Financial LLC; Fort Mill, Charlotte (SC, NC); On-site; USD 76,000 - 127,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking a Senior Financial Planner to support multiple advisors and their clients in plan design and analysis. This role requires strong collaboration, technical financial planning knowledge, and the ability to present plans professionally.

Ideal candidates will have a CFP designation in progress or completed, and 5+ years in financial services with experience building and presenting comprehensive plans using eMoney, MoneyGuide, or RightCapital.

Qualifications

• Bachelor's Degree in Business, Finance, or equivalent experience; CFP® strongly preferred or working towards CFP®.
• 5+ years of financial services experience.
• 3+ years of experience in development and presentation of comprehensive financial plans.
• Experience with eMoney, MoneyGuide or RightCapital.

Responsibilities

• Cultivate relationships with advisors to drive satisfaction and retention of planning services.
• Follow Paraplanning team standards and communicate expectations with advisors.
• Collaborate with teammates during plan development and professionally present completed financial plans.
• Stay informed on personal financial planning concepts and industry trends.
• Identify advisor needs and opportunities to refer to business partners.

Skills

Client relationship management

Communication skills

Team collaboration

Financial planning knowledge

Problem solving

Education

Bachelor's degree in Business/Finance

CFP strongly preferred

Tools

eMoney

MoneyGuide

RightCapital

Microsoft Office

Job description

LPL Financial is seeking a Senior Financial Planner to support multiple advisors and their clients in plan design and analysis. This role requires strong collaboration, technical financial planning knowledge, and the ability to present plans professionally.

Ideal candidates will have a CFP designation in progress or completed, and 5+ years in financial services with experience building and presenting comprehensive plans using eMoney, MoneyGuide, or RightCapital.