Senior Financial Planning Consultant

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.

Overview:

LPL’s Financial Planning Services team is seeking passionate, experienced, and highly motivated planning professionals to help drive financial planning adoption and impact amongst our affiliated enterprises.  

The Senior Financial Planning Consultant supports financial advisors and institutions in enhancing their financial planning practices through education, consulting, and plan development. This role contributes to the broader strategy of increasing financial planning adoption and implementation across the firm. As part of the Financial Planning Services team within the Wealth Planning organization, the Senior Consultant collaborates with peers and leadership to deliver impactful advisor support and drive client outcomes.

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.

Key Responsibilities:

• Provide consulting to advisors on financial planning practice management, including process design, service and pricing models, technology integration, and business model optimization.

• Develop comprehensive financial plans using planning software and collaborate with advisors to implement strategies tailored to client needs.

• Educate advisors on planning opportunities such as retirement, estate, tax, and risk management strategies.

• Deliver virtual and in-person training sessions and create educational materials to support advisor growth and planning proficiency.

• Support onboarding of advisors to financial planning tools and resources.

• Identify opportunities for plan implementation and facilitate referrals across departments.

• Contribute to the creation and refinement of content, tools, and resources that enhance advisor capabilities and client outcomes.

• Analyze data to monitor engagement and effectiveness of planning initiatives.

• Collaborate with internal teams to promote financial planning services and align efforts with broader business goals.

• Participate in advisor engagements and internal initiatives to represent the Financial Planning Services team.

• Consult with advisors and enterprise program leaders to activate or refine their financial planning approach.

• Facilitate peer engagement opportunities to share best practices and promote adoption of planning tools and services.

• Stay current on financial planning trends and apply insights to team initiatives and advisor support.

• Assist in managing planning-related escalations and contribute to continuous improvement efforts within the team.

Requirements:

• Bachelor’s degree required;.

• 5+ years of experience in financial services, with a focus on financial planning or advisor consulting.

• Proficiency in financial planning software (eMoney preferred).

• Experience in delivering education or consulting in a financial planning context.

Core Competencies:

• Ability to work collaboratively in a dynamic, team-oriented environment.

• Strong communication, presentation, and organizational skills.

• Excellent interpersonal and collaboration skills 

• Ability to prioritize and handle multiple tasks at once  

Preferences:

• FINRA Series 7 and 63/65 or 66 preferred.

• CFP® certification strongly preferred or in progress

 

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, paid time off, volunteer time off, and more. Your