LPL Financial
Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services
Financial Planner
November 19
🇺🇸 United States – Remote
💵 $74.1k - $123.5k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🦅 H1B Visa Sponsor
LPL Financial
Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services
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
Apply NowSimilar Jobs
November 19
Lead adjuster managing claims for financial services group at Lancer Claims Services, requiring litigation expertise.
🇺🇸 United States – Remote
💵 $80k - $120k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
November 19
Lead accounting and financial compliance functions at Velera in a remote capacity.
🇺🇸 United States – Remote
💵 $105.6k - $134.6k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
November 19
Stripe
1001 - 5000
Design and implement robust solutions for finance data challenges at Stripe. Create impactful tools in a collaborative environment.
🇺🇸 United States – Remote
💰 Venture Round on 2021-05
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🦅 H1B Visa Sponsor
November 19
Seeking a financial specialist to analyze financial data and manage budget processes for health equity initiatives in underserved communities.
🇺🇸 United States – Remote
💵 $61.8k - $89.6k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
November 16
3E
501 - 1000
Join 3E as a Finance Manager, focusing on revenue and commercial analysis. Drive insights and support profitable growth in a mission-driven company.
🇺🇸 United States – Remote
💵 $105k - $140k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🦅 H1B Visa Sponsor