Sr. Financial Planning Practice Management Consultant

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL’s Financial Planning Group is looking for a highly motivated and qualified Assistant Vice President to proactively drive the adoption of financial planning through comprehensive consultations with LPL‑affiliated financial institutions (banks and credit unions), delivered both over the telephone and in person. This position may be fully remote or based in one of LPL’s home offices.

This individual will be part of a planning consultant team within the Financial Planning Group and will be responsible for providing timely, accurate, and actionable guidance to institution‑based Program Managers and affiliated LPL Financial Advisors across all areas of financial planning. Areas of focus include adoption and utilization of planning software, establishing an efficient and consistent planning process, ongoing advisor training, and leveraging data for accountability and reporting.

Responsibilities:

• Consult with Program Managers of LPL‑affiliated financial institutions on all aspects of financial planning to increase adoption among their advisor populations.
• Provide practical guidance to existing financial planners within LPL‑partnered institutions through consulting engagements that drive business efficiencies, growth, and increased plan penetration within advisors’ books of business.
• Execute a disciplined outreach strategy using a sales‑funnel approach with clear, actionable next steps to increase financial planning awareness, adoption, and plan penetration.
• Clearly articulate the value proposition of comprehensive financial planning and the pillars of support provided by LPL’s Financial Planning Group to drive advisor referrals to LPLs services offerings.
• Provide institution and advisor onboarding support in partnership with LPL Financials’ internal business partners; demonstrate professionalism and preparedness during advisor engagements, including home‑office visits; and ensure timely follow‑up on requests from institutions, advisors, and internal partners.
• Partner with marketing and design teams to create customized templates and resources for institutional programs to support the financial planning process.
• Create and deliver educational presentations to large groups of advisors (virtually and in-person) on timely topics that influence financial planning activities and outcomes across the firm.
• Collaborate and influence key business partners across the wealth management organization to drive alignment and success.

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:

• 5+ years of experience in personal financial counseling within professional services and/or a financial planning environment
• 5+ years of experience in a related sales or consulting function
• Strong knowledge of financial planning software; experience with eMoney, Right Capital, and/or MoneyGuide Pro software
• Bachelor’s degree and CFP® Certification
• Willingness to travel 3 times per quarter

Core Competencies

• Ability to effectively communicate and coach financial advisors in person and in virtual meetings; excellent interpersonal and organizational skills
• Confidence in speaking and presenting to large groups
• Ability to create and deliver impactful presentations to large audiences
• Communication skills
• Broad exposure to financial planning concepts and practices
• Problem solving and innovation

Preferences

• Experience consulting financial advisors in a financial institution (bank or credit union) setting
• Series 7, 63, 65, or 66
• Outlook, Excel, Word, Salesforce Experience
• Presentation and communication skills
• Broad exposure to financial planning

 

Pay Range:

$76,323.00 - $127,205.00

 

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!

 

Company 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.

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