Financial Planner

2 days ago

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LPL Financial

WebsiteLinkedInAll Job Openings

Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services

5001 - 10000

Description

• Conduct data entry, plan design & analysis, and provide a written summary of recommendations • Cultivate relationships with advisors ensuring client satisfaction • Consult with LPL Financial Advisors on all aspects of financial planning • Present completed financial plans to advisors and clients as needed • Stay informed of current financial planning developments and industry trends • Identify advisor needs and additional opportunities to refer to business partners • Collaborate with branch management and field leadership

Requirements

• Bachelor's Degree in Business, Finance, or equivalent experience • Must have CFP® or currently pursuing • 5+ years of financial services experience with 3+ years in the development and presentation of comprehensive financial plans • Strong understanding of personal financial planning including retirement, personal wealth management, risk management, and education planning • Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint) • Expertise with eMoney, MoneyGuide or RightCapital • Excellent communication skills, organizational skills, attention to detail, interpersonal and collaboration skills

Benefits

• 401K matching • health benefits • employee stock options • volunteer time off • discretionary bonus