LPL Financial

Senior Financial Planning Success Consultant – Institution/Enterprise Channel

LPL Financial

full-time

Posted on:

Origin:  • 🇺🇸 United States • Arizona, North Carolina, South Carolina

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Salary

💰 $74,100 - $123,500 per year

Job Level

Senior

About the role

  • Provide consulting to bank, credit union and/or enterprise-affiliated advisors on financial planning practice management, including process design, service and pricing models, technology integration, and business model optimization.
  • Educate advisors on planning opportunities such as retirement, estate, tax, and risk management strategies, with a focus on applicability within enterprise environments.
  • Deliver virtual and in-person training sessions and create educational materials tailored to the needs of enterprise advisors.
  • Support onboarding of enterprise advisors to financial planning tools, resources, and workflows.
  • Identify opportunities for plan development and implementation support and facilitate cross-departmental referrals to enhance client service and business growth.
  • Contribute to the development of content, tools, and resources that support financial planning adoption and advisor success within banks and credit unions.
  • Analyze engagement data to assess effectiveness of planning initiatives and identify areas for improvement.
  • Collaborate with internal stakeholders to align financial planning efforts with broader enterprise goals and initiatives.
  • Represent Financial Planning Services in advisor engagements, enterprise program meetings, and internal initiatives.
  • Consult with enterprise program leaders and affiliated advisors to activate or refine their financial planning approach.
  • Facilitate peer engagement opportunities to share best practices and promote adoption of planning tools and services within the enterprise channel.
  • Stay current on financial planning trends and apply insights to enterprise-specific initiatives and advisor support.
  • Assist in managing planning-related escalations and contribute to continuous improvement efforts within the team.

Requirements

  • Bachelor’s degree required; CFP® certification strongly preferred or in progress.
  • 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.
  • Strong communication, presentation, and organizational skills.
  • Experience working with or supporting advisors in bank or credit union environments preferred.
  • FINRA Series 7 and 63/65 or 66 preferred.