Senior Financial Analyst
Health Catalyst
Senior Financial Planning Consultant
LPL Financial
full-time
Posted on:
Location: North Carolina, South Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $74,100 - $123,500 per year
Job Level
Senior
About the role
- Provide consulting to advisors on financial planning practice management, including process design, service and pricing models, technology integration, and business model optimization; Develop comprehensive financial plans using planning software and collaborate with advisors to implement strategies tailored to client needs; Educate advisors on planning opportunities such as retirement, estate, tax, and risk management strategies; Deliver virtual and in-person training sessions and create educational materials to support advisor growth and planning proficiency; Support onboarding of advisors to financial planning tools and resources; Identify opportunities for plan implementation and facilitate referrals across departments; Contribute to the creation and refinement of content, tools, and resources that enhance advisor capabilities and client outcomes; Analyze data to monitor engagement and effectiveness of planning initiatives; Collaborate with internal teams to promote financial planning services and align efforts with broader business goals; Participate in advisor engagements and internal initiatives to represent the Financial Planning Services team; Consult with advisors and enterprise program leaders to activate or refine their financial planning approach; Facilitate peer engagement opportunities to share best practices and promote adoption of planning tools and services; Stay current on financial planning trends and apply insights to team initiatives and advisor support; Assist in managing planning-related escalations and contribute to continuous improvement efforts within the team
Requirements
- Bachelor’s degree required; 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; Ability to work collaboratively in a dynamic, team-oriented environment; Strong communication, presentation, and organizational skills; Excellent interpersonal and collaboration skills; Ability to prioritize and handle multiple tasks at once; FINRA Series 7 and 63/65 or 66 preferred; CFP® certification strongly preferred or in progress
