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Sr. Financial Planning Consultant

Job ID: R-018622 Date posted: 12/03/2021 Primary Location SC-Fort Mill Other Locations CA-Remote

Job Description

LPL’s Financial Planning Group is looking for a highly motivated and qualified Sr. Financial Planning Consultant to proactively drive the adoption of financial planning through comprehensive consultations with LPL Advisors virtually.

This individual will be part of a planning consultant team within the Financial Planning Group responsible for providing timely, accurate and actionable guidance to LPL Financial Advisors on all areas of financial planning and planning practice support. Areas of focus include advanced case design, financial planning strategies, running a profitable planning practice, leveraging planning software, creating process efficiencies and assisting with technical financial planning questions.

Essential Functions:

Assist advisors via phone in the design of financial planning solutions for their clients; help advisors illustrate specific cases concerning their clients within LPL Financial's WealthVision software platform; contribute to advisors satisfaction by providing them with timely and responsive services, assistance with implementation and work products.

Consult with LPL Financial Advisors on all aspects of financial planning to increase the adoption of planning and provide practical guidance to new and existing planners to gain efficiencies and drive growth.  

Execute through a disciplined outreach strategy via a sales funnel approach with actionable next steps to increase financial planning awareness and adoption. 

Clearly articulate the value proposition of offering comprehensive financial planning and the pillars of support that LPL’s Financial Planning Group provides.

Must gain proficiency in a variety of financial planning tools/software to include Client Goals, WealthVision/eMoney, MoneyGuide and AdvicePay.

Provide Advisor onboarding support to our LPL Financial internal business partners; Being prepared and professional with Advisor engagements through the home office visit process; timely follow-up with advisor and internal business partners’ specific requests.

Demonstrate an understanding of increasingly complex personal and business financial planning concepts and discuss complex personal and business financial planning issues with financial planning team and advisors. Keep informed of current financial planning developments and effectively apply knowledge to client situation

Job Requirements:

  • Bachelor's Degree in Business, Finance, or related field
  • 2 - 3 years of experience in personal financial counseling within a professional services and/or a financial planning environment
  • Licenses/Certifications Required/Preferred: CFP required. Securities licenses 7, 63, 65/66 are required or ability to obtain within 90 days.
  • Software/Systems Skills Preferred: Outlook, Excel, Word, eMoney, MoneyGuide
  • Must have strong knowledge of financial planning software. eMoney knowledge is a must
  • Strong presentation skills
  • Broad exposure to financial planning

Ability to effectively communicate with Advisors in person and via the phone, excellent interpersonal and organizational skills. Much show enthusiasm, passion and a drive for results in order to be successful in driving the adoption of financial planning.

We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE

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 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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