Plan Manager - Paraplanner

Does helping others with their financial vision motivate you? Do you think that the financial planning industry needs an update? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!

LPL's Paraplanning Solutions team is seeking candidates passionate about this space who are also interested in the idea of launching a new product.

This individual will be part of a growing team within the LPL Business Solutions organization responsible for supporting Financial Advisors and Planners with back-office financial planning support so that they can continue to provide superior personal financial advice to their clients. The ideal candidate will be passionate about financial planning and eager to advance their planning knowledge.

Paraplanning Services is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL's Financial Planning Services team is looking for a highly motivated and qualified Plan Manager to support advisors in all aspects of financial plan design and analysis. This individual will serve as a paraplanner supporting a number of LPL advisors and their end clients.

Responsibilities:

• Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization and retention of planning services.

• Understand and follow Paraplanning team standards.

Communicate and align on expectations with advisors understanding their preferences and needs to effectively work within Paraplanning Services.

• Collaborate with teammates during the plan development process.

• Professionally present completed financial plans.

• Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends.

• Identify advisor needs and additional opportunities to refer to business partners including, but not limited to Client Success, High Net Worth Services, and Tax Planning.

• Maintain knowledge of all Comprehensive Advice offerings.

Engage with the advisor through onboarding, integration, and throughout the advisor relationship with Paraplanning Services.

• Cultivate positive working relationships within the team and all business units across Comprehensive Advice.

Requirements:

• Bachelor's Degree in Business, Finance, or equivalent experience

• Must have CFP or equivalent experience

• 5+ years of financial services experience with 3+ years of experience in the development and presentation of comprehensive financial plans

• Strong understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning

• Software/Systems: Proficiency in Microsoft Office suite

• Demonstrate expertise with eMoney, MoneyGuide or RightCapital

• Ability to effectively communicate, excellent organizational skills, and attention to detail is a must

• Ability to prioritize and handle multiple tasks at once

• Excellent interpersonal and collaboration skills

Preferences:

• Bachelor's Degree in Business, Finance, or related field

• Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)

• Strong communication and presentation skills

• Understanding of insurance and annuity products

• Broad exposure to financial planning

• Ability to effectively communicate, excellent organizational skills and strong attention to detail is a must.

We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE

Pay Range:

$65,360-$98,040/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.