Financial Planner

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

LPL’s Paraplanning Solutions team is seeking candidates passionate about financial planning who are also interested in the idea of growing a new service.

This individual will be part of a growing team responsible for supporting Financial Advisors and Planners with their financial planning needs so that they can provide superior personal financial advice to their clients. The ideal candidate will be passionate about financial planning, eager to advance their planning knowledge, help advisors expand their financial planning offerings, and interested in shaping a new service.

Paraplanning Services is a part of LPL’s Wealth Management Solutions. Wealth Management Solutions is responsible for the firm’s overall wealth management strategy, including Investment Product Management, Advisory Platform development, Retirement Partners, Research and Strategic Partners – including Technology and Asset Management relationships. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses.

Job Overview:

LPL’s Paraplanning Services team is looking for a highly motivated and qualified Financial Planner to support advisors in all aspects of financial plan design and analysis.  This individual will serve as a paraplanner supporting several LPL advisors and their end clients.

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, but not limited to Client Success, High Net Worth Services, and Tax Planning.  

• Maintain knowledge of all Comprehensive Advice 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.  

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

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

• Must have CFP® or equivalent experience 

• 5+ years of financial services experience with 3+ years of experience in the development and presentation of comprehensive financial plans 

• Strong understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning  

• Software/Systems: Proficiency in Microsoft Office suite  

• Demonstrate expertise with eMoney, MoneyGuide or RightCapital  

• Ability to effectively communicate, excellent organizational skills, and attention to detail is a must 

• Ability to prioritize and handle multiple tasks at once  

• Excellent interpersonal and collaboration skills 

#LI-PA

 

Pay Range:

$74,100-$123,500/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options