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 recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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