Senior Financial Planner

LPL Financial

Senior Financial Planner supporting advisors and clients with comprehensive plan design and analysis at LPL Financial, a U.S. wealth management firm.

Posted 8/5/2026full-timeFort Mill • Arizona, California, South Carolina, Texas • 🇺🇸 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 plan design and analysis, with a strong focus on personal financial planning concepts and effective communication with advisors. Proven ability to build relationships and collaborate across teams to enhance client satisfaction and retention.

Highest-signal resume keywords

CFP® CertificationFinancial Plan DevelopmentEMoney ProficiencyMicrosoft Office ProficiencyInterpersonal Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Financial PlanningRisk ManagementWealth ManagementRetirement PlanningEducation PlanningComprehensive Financial PlansClient Relationship ManagementTask Prioritization

Soft Skills

Effective CommunicationOrganizational SkillsCollaboration SkillsAttention to Detail

Tools & Technologies

EMoneyMoneyGuideRightCapital

Certifications & Qualifications

Bachelor's Degree in BusinessBachelor's Degree in FinanceCFP® Preferred

Industry Keywords

Financial ServicesParaplanningClient ExperienceHigh Net Worth ServicesTax Planning

About the role

Key responsibilities & impact

Support advisors in all aspects of financial plan design and analysis
Cultivate advisor relationships to drive client satisfaction, continued utilization, and retention of planning services
Follow Paraplanning team standards
Communicate and align expectations with advisors based on their preferences and needs
Collaborate with teammates during the plan development process
Professionally present completed financial plans
Maintain knowledge of personal financial planning concepts, current developments, and industry trends
Identify advisor needs and refer opportunities to business partners including Client Experience, High Net Worth Services, and Tax Planning
Maintain knowledge of Wealth Planning offerings
Engage advisors through onboarding, integration, and the ongoing advisor relationship with Paraplanning Services
Build positive working relationships across the team and Comprehensive Advice business units

Requirements

What you’ll need

Bachelor's Degree in Business, Finance, or equivalent experience
CFP® strongly preferred
Equivalent experience or working towards CFP®
5+ years of financial services experience
3+ years of experience developing and presenting comprehensive financial plans
Experience with eMoney, MoneyGuide, or RightCapital
Understanding of personal financial planning, including retirement, personal wealth management, risk management, and education planning
Ability to prioritize and handle multiple tasks simultaneously
Interpersonal and collaboration skills
Proficiency in Microsoft Office suite
Effective communication, organizational skills, and attention to detail

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package
Collaborative environment
Freedom to make an impact
Access to cutting-edge resources