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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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Paraplanner - Financial Planning Associate

Job ID: R-018836 Date posted: 11/16/2021 Primary Location CA-Remote Other Locations SC-Fort Mill , KS-Overland Park , CA-San Diego

Financial Planning Associate for Paraplanning Solutions, LPL Venture Labs

Does helping others with their financial vision motivate you? Do you think that the financial planning industry needs an update? LPL’s Paraplanning Solutions team is seeking candidates passionate about this space who are also interested in the idea of launching a new product.

The Paraplanner role will be part of our entrepreneurial and fast-paced corporate start-up called Paraplanning Solutions. This product is currently in our Venture Labs incubator program which is creating the next generation of LPL services to help advisors to better serve their clients. This individual will create the financial plans to be delivered to our advisors. This position is an entry into planning and is focused on quickly learning best practices, tax, estate, and investment planning strategies.


What will you do as Financial Planning Associate?

  • Input client data into financial planning software (eMoney, MoneyGuide, RightCapital).
  • Analyze financial data to construct comprehensive financial plans and develop customized financial solutions and strategies for end-clients. Areas of emphasis include retirement/income analysis, estate planning, tax planning strategies, and risk management analysis.
  • Articulate relevant planning recommendations and actions items in our planning outlines.
  • Research ad-hoc financial planning questions as necessary to further support our Advisors and their clients.
  • Must gain proficiency in a variety of financial planning tools/software to include WealthVision/eMoney, MoneyGuide, RightCapital and AdvicePay.
  • Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.

Job Requirements

  • Bachelor's Degree in Business, Finance, or related field
  • 2 - 3 years of experience within a financial services firm, University program, and/or a financial planning environment
  • Must have CFP® designation or currently working toward completion
  • Licenses preferred but not required: Securities licenses 63/65 or 66
  • Essential understanding of personal financial planning including tax and estate planning strategies
  • Understanding of insurance and annuity products
  • Software/Systems Skills Required: Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint) and Financial Planning software
  • Prior experience with eMoney, MoneyGuide or RightCapital is required
  • Experience with CRM applications such as Salesforce and/or Redtail preferred
  • Strong communication and presentation skills
  • Broad exposure to financial planning

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 (800) 877-7210.

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