Senior Financial Planner

LPL Financial Holdings, Inc. • $76K — $127K *
Fort Mill, SC 29708In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business, Finance, or equivalent experience
  • CFP® strongly preferred or actively working towards it
  • 5+ years of financial services experience
  • 3+ years in developing and presenting comprehensive financial plans
  • Experience with financial planning software like eMoney, MoneyGuide, or RightCapital

Responsibilities

  • Cultivate relationships with advisors to enhance client satisfaction and retention
  • Understand and adhere to Paraplanning team standards
  • Communicate effectively with advisors to align on expectations and needs
  • Collaborate with team members in the financial plan development process
  • Present comprehensive financial plans professionally
  • Stay current with personal financial planning trends and concepts
  • Identify additional needs for advisors and opportunities for referrals to business partners

Benefits

  • 401K matching
  • Comprehensive health benefits
  • Employee stock options
  • Generous paid time off
  • Volunteer time off opportunities
Full Job Description
Job Overview:

LPL's Paraplanning Services team is looking for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis. This individual will serve as a financial planner 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 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.


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
  • CFP® strongly preferred, equivalent experience or working towards CFP®
  • 5+ years of financial services experience
  • 3+ years of experience in the development and presentation of comprehensive financial plans
  • Experience with eMoney, MoneyGuide or RightCapital


Core Competencies:
  • Understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning
  • Ability to prioritize and handle multiple tasks at once
  • Interpersonal and collaboration skills
  • Software/Systems: Proficiency in Microsoft Office suite
  • Ability to effectively communicate, excellent organizational skills, and attention to detail


Pay Range:
$76,323.00 - $127,205.00
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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights through the LPL Financial Holdings, Inc. careers blog. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at LPL Financial Holdings, Inc.

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Embark on a career path that fosters growth, embraces diversity, and rewards innovation. LPL Financial Holdings, Inc. is not just a company—it's a place where you can make a difference.
Learn more about LPL Financial Holdings, Inc.
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Finance & Insurance
* Ladders Estimates

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