Financial Planning Consultant

Job Description

Senior Financial Planning Consultant | LPL Financial

The Tone:
This is a full-time role at LPL Financial. The company provides comprehensive wealth management solutions, fintech tools, and practice management services to financial advisors and institutions, enabling them to run thriving businesses. This role is critical for supporting LPL financial advisors by providing expert guidance on a wide range of financial planning concepts, empowering them to deliver exceptional value and help their clients pursue financial goals. You will be a key resource, helping advisors navigate complex questions and connect with the right support.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Remote, USA (South Carolina), USA (California)
• Pay: $76323–$127205 yearly
• Team: Exceptional team of planning consultants
• Mission: Support financial advisors in delivering exceptional value to their clients by providing guidance on financial planning concepts.
• Tech Stack: Microsoft Office tools (Outlook, Word, Excel, PowerPoint), SmartSheet

What You’ll Actually Do
• Advisor Support: Handle inbound calls and emails from LPL financial advisors and staff, offering clear guidance and resources on financial planning concepts and strategies.
• Research & Follow-Up: Research complex planning questions using reference materials and team support, then follow up with advisors to share findings.
• Partner Referrals: Connect advisors with appropriate LPL or external partners to ensure they receive the specific support they require.
• Internal Support Guidance: Refer advisors to relevant LPL planning support services such as Practice Management Coaching, Case Consulting, and Paraplanning.

The Must-Haves
• Background: CFP® designation required. Core domain knowledge in financial planning concepts.
• Experience: 5+ years of experience in the financial services industry, ideally related to financial planning.
• Skills: Strong grasp of financial planning concepts with a commitment to continuous learning; excellent communication skills, both oral and written, including asking insightful questions, active listening, and concisely explaining complex ideas; highly collaborative, positive, and dedicated to delivering exceptional service to advisors; proficiency with Microsoft Office tools (Outlook, Word, Excel, and PowerPoint) and SmartSheet.
• Bonus: Additional credentials in areas such as tax or estate planning; familiarity with popular financial planning software like eMoney/WealthVision, MoneyGuide, and/or RightCapital.