Job Details

Senior Financial Planning Consultant

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We are 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.

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 include:

• Providing consulting to advisors on financial planning practice management, including process design, service and pricing models, technology integration, and business model optimization.
• Developing comprehensive financial plans using planning software and collaborating with advisors to implement strategies tailored to client needs.
• Educating advisors on planning opportunities such as retirement, estate, tax, and risk management strategies.
• Delivering virtual and in-person training sessions and creating educational materials to support advisor growth and planning proficiency.
• Supporting onboarding of advisors to financial planning tools and resources.
• Identifying opportunities for plan implementation and facilitating referrals across departments.
• Contributing to the creation and refinement of content, tools, and resources that enhance advisor capabilities and client outcomes.
• Analyzing data to monitor engagement and effectiveness of planning initiatives.
• Collaborating with internal teams to promote financial planning services and align efforts with broader business goals.
• Participating in advisor engagements and internal initiatives to represent the Financial Planning Services team.
• Consulting with advisors and enterprise program leaders to activate or refine their financial planning approach.
• Facilitating peer engagement opportunities to share best practices and promote adoption of planning tools and services.
• Staying current on financial planning trends and applying insights to team initiatives and advisor support.
• Assisting in managing planning-related escalations and contributing 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!

LPL Financial Holdings Inc. 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.