Do you feel the most fulfilling aspect of being a financial planner is developing potential techniques and strategies for advisors and their client’s consideration? Do you enjoy collaborating and socializing with other subject matter experts including CFP®s, Attorneys, and CPAs to explore all angles of an opportunity or challenge?
This individual will be part of a growing team within the LPL Business Solutions organization responsible for supporting Financial Advisors with back-office financial planning support so that they can continue to provide superior personal financial advice to their clients. The ideal candidate will be passionate about financial planning and eager to advance their planning knowledge.
High-Net-Worth Services offers a comprehensive suite of fee-based planning services and additional high-net-worth focused capabilities to help LPL advisors win and serve high-net-worth investors with more complex needs. Our human-led, tech-enabled services help our advisors deliver great financial advice and run thriving businesses.
Job Overview:
In support of subscribing advisors and their affluent/mass affluent clients, the Planner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Advanced Financial Plans. Acting in a specialist capacity, the Planner will tackle eMoney data entry, collaborate with High-Net-Worth Services colleagues and advisors on plan design, create plan summaries, and help prepare advisors to present the plan to their clients.
This role can sit remotely anywhere in the U.S.
Responsibilities:
The responsibilities of Planner, High-Net-Worth services are dynamic and include:
Assist in the client data-gathering process and input data into financial planning software (eMoney).
Analyze financial data to construct comprehensive financial plans and develop customized financial solutions and strategies for end clients. Areas of emphasis include lifestyle maintenance, estate planning, philanthropic planning, asset management, and risk mitigation.
The candidate will need to clearly articulate planning recommendations to Advisors and end clients as necessary.
Research ad-hoc financial planning questions as necessary to further support our Advisors and their clients.
Has proficiency in eMoney
Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.
What are we looking for?
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.
Requirements:
Bachelor’s degree
Must have CFP® designation
Minimum of 3 years of experience within a financial services and/or a financial planning environment
Minimum of 2+ year of experience planning for affluent clients ($5M+ net worth) and proficiency with eMoney Advisor
Core Competencies:
This position requires excellent customer service skills with an emphasis in communication abilities; both verbal and written.
Ability to excel in a fast-paced environment encompassing multiple disciplines and product lines
Preferences:
Additional Designations: CEP®, CPWA®, CEPA®, CRPC®, CAP®
Strong personal financial planning knowledge and an understanding of financial services products and solutions
Software/Systems Skills: MS Office, Salesforce
Strong teamwork and interpersonal skills
Pay Range:
$81,300-$135,500/yearCompany Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
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.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
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 (855) 575-6947.
EAC12.9.25