Job ID R-027923Date posted 01/24/2023Primary Location GA-Remote
AVP, Paraplanning Services
Does helping others with their financial vision motivate you? Do you think that the financial planning industry needs an update? If so, then this could be the role for you!
LPL’s Paraplanning Services team is seeking candidates passionate about this space who are also interested in the idea of forwarding the industry shift toward financial planning. The ideal candidate will be passionate about being an integral part of keeping the Paraplanning Services team running as smoothly as possible. This is a 100% remote role and you can be located anywhere in the United States. Paraplanning Services is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. With over 500 employees, we come to work each day dedicated to making an impact in the lives of advisors, institutional partners, and investors.
LPL’s Financial Planning Services team is looking for a highly motivated and qualified AVP, Paraplanning Services to supervise and train a team of financial planners, and help develop new operational processes to completely disrupt how financial planning is being done today.
Establish repeatable and best in class training framework to manage rapid scale of team
Manage operational activities including team capacity, licensing, and communication with sales
Establish ways to improve planning deliverables to advisors and clients
Support product development of new technology support software to capture end client’s goals and data
Research ad-hoc financial planning questions as necessary to further support our Advisors and their clients
Motivate and inspire +20 person team to maximize their potential while creating an environment that is fun
Bachelor's Degree in Business, Finance, or a related field with broad exposure to financial planning
5 - 7 years of experience managing a financial services team
Must have CFP® designation
Solid understanding of complex financial planning including tax and estate planning strategies and understanding of insurance and annuity products
Ability to effectively communicate, excellent organizational skills, and strong attention to detail are a must
Experience leading and mentoring a team
A passion for Fintech, financial services and/or extending financial guidance to as many people as possible
Software & Systems Skills:
Proficient in Microsoft Office suite: Outlook, Excel, Word, PowerPoint
Financial Planning software, with prior experience with eMoney, MoneyGuide or RightCapital required
Experience with CRM applications such as Salesforce and/or Redtail preferred
We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE
$101,520-$152,280/yearThe salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
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.