Jobtailor is seeking a knowledgeable financial planning support professional to assist LPL advisors. You will handle inbound inquiries, provide clear guidance on planning concepts, and coordinate with internal resources to deliver optimal planning support.
Requirements include a CFP designation and 5+ years in financial services, with excellent communication and research skills. Proficiency in MS Office and planning software is expected, with a willingness to learn new tools.
#J-18808-LjbffrSenior Financial Planning Advisor & Practice Support in california at Unknown Company
This position is listed as full time and onsite.