Senior Financial Planning Consultant

LPL Financial

Senior Financial Planning Consultant providing guidance to financial advisors on planning concepts. Analyze inquiries and connect them with the right resources to ensure exceptional client service.

Posted 7/24/2026full-timeFort Mill • California, North Carolina • 🇺🇸 United StatesSenior💰 $76,323 - $127,205 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning concepts and strategies, with strong communication skills to convey complex information clearly. Proven ability to support financial advisors through research, collaboration, and effective resource connection.

Highest-signal resume keywords

CFP® Designation5+ Years Experience In Financial ServicesFinancial Planning ConceptsMicrosoft Office SuiteCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningResearch SkillsComplex Problem Solving

Soft Skills

Active ListeningClear Communication

Tools & Technologies

Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPointSmartSheetEMoneyWealthVisionMoneyGuideRightCapital

Certifications & Qualifications

CFP®

Industry Keywords

Financial ServicesFinancial PlanningPractice Management CoachingCase ConsultingParaplanning

About the role

Key responsibilities & impact

Handle inbound calls and emails from LPL financial advisors and staff, providing clear guidance and resources on financial planning concepts and strategies.
Research complex planning questions using reference materials and team support and follow up with advisors to share findings.
Connect advisors with the right partners (LPL or external) to ensure they get the support they need.
Refer advisors to relevant LPL planning support such as Practice Management Coaching, Case Consulting, and Paraplanning.

Requirements

What you’ll need

CFP® designation
5+ years of experience in financial services industry, ideally related to financial planning.
Grasp of financial planning concepts.
Communication skills are required.
Ability to ask good questions and listen to understand.
Ability to communicate complex planning concepts clearly and concisely both orally and written.
Microsoft Office tools (Outlook, Word, Excel, and PowerPoint) and SmartSheet.
Familiarity with popular financial planning software such as eMoney/WealthVision, MoneyGuide, and/or RightCapital is a plus, but not required.

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off