Senior Financial Planner & Paraplanning Lead

LPL Financial; San Diego (CA); 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’s Paraplanning Services team is seeking a Senior Financial Planner to support advisors and their clients in plan design and analysis, delivering comprehensive financial plans with professional presentation.

Ideal candidate has 5+ years in financial services, CFP preferred, proficient in eMoney, MoneyGuide and RightCapital, and collaborates across teams in a fast-paced environment.

Qualifications

• 5+ years of financial services experience.
• 3+ years of development and presentation of comprehensive financial plans.
• CFP strongly preferred or working towards CFP.
• Bachelor's degree in Business or Finance or equivalent experience.

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 financial planning developments and industry trends.
• Identify advisor needs and additional 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 all business units across Comprehensive Advice.

Skills

Client relationship management

Financial planning

Communication

Team collaboration

Attention to detail

Education

Bachelor's Degree in Business, Finance, or equivalent experience

Tools

eMoney

MoneyGuide

RightCapital

Job description

LPL’s Paraplanning Services team is seeking a Senior Financial Planner to support advisors and their clients in plan design and analysis, delivering comprehensive financial plans with professional presentation.

Ideal candidate has 5+ years in financial services, CFP preferred, proficient in eMoney, MoneyGuide and RightCapital, and collaborates across teams in a fast-paced environment.