Senior Financial Planner

LPL Financial

. Cultivate relationships with advisors to ensure client satisfaction and drive continued utilization and retention of planning services .

Posted 10/13/2026full-timeUnited StatesSenior💰 $76,323 - $127,205 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal financial planning, including retirement and wealth management, while effectively collaborating with advisors and presenting comprehensive financial plans. Maintains strong organizational skills and attention to detail to ensure client satisfaction and retention.

Highest-signal resume keywords

CFP® CertificationFinancial Services ExperienceComprehensive Financial Plan DevelopmentEMoney, MoneyGuide, or RightCapital ProficiencyInterpersonal and Collaboration Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Financial PlanningRetirement PlanningWealth ManagementRisk ManagementEducation PlanningFinancial Plan PresentationMicrosoft Office ProficiencyAttention to Detail

Soft Skills

Communication SkillsOrganizational SkillsCollaboration Skills

Tools & Technologies

EMoneyMoneyGuideRightCapital

Certifications & Qualifications

CFP® Certification

Industry Keywords

Wealth PlanningClient SatisfactionAdvisor Relationship ManagementParaplanning StandardsFinancial Planning Concepts

About the role

Key responsibilities & impact

Cultivate relationships with advisors to ensure client satisfaction and drive continued utilization and retention of planning services
Understand and follow Paraplanning team standards
Communicate and align expectations with advisors regarding preferences and needs
Collaborate with teammates during the plan development process
Professionally present completed financial plans
Demonstrate understanding of personal financial planning concepts and stay informed about current developments and industry trends
Identify advisor needs and opportunities to refer to business partners, including Client Experience, High Net Worth Services, and Tax Planning
Maintain knowledge of all Wealth Planning offerings
Engage with advisors through onboarding, integration, and throughout the advisor relationship with Paraplanning Services
Cultivate positive working relationships within the team and across business units in Comprehensive Advice

Requirements

What you’ll need

Bachelor's Degree in Business, Finance, or equivalent experience
CFP® strongly preferred, equivalent experience or working towards CFP®
5+ years of financial services experience
3+ years of experience in the development and presentation of comprehensive financial plans
Experience with eMoney, MoneyGuide or RightCapital
Understanding of personal financial planning including retirement, personal wealth management, risk management, and education planning
Ability to prioritize and handle multiple tasks at once
Interpersonal and collaboration skills
Proficiency in Microsoft Office suite
Ability to effectively communicate
Excellent organizational skills
Attention to detail

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package