Senior Financial Planning Consultant

• Handle inbound calls and emails from LPL financial advisors and staff, providing clear guidance and resources on financial planning concepts and strategies.
• Research complex planning questions using reference materials and team support and follow up with advisors to share findings.
• Connect advisors with the right partners (LPL or external) to ensure they get the support they need.
• Refer advisors to relevant LPL planning support such as Practice Management Coaching, Case Consulting, and Paraplanning.

Requirements

• CFP® designation
• 5+ years of experience in financial services industry, ideally related to financial planning.
• Grasp of financial planning concepts.
• Communication skills are required.
• Ability to ask good questions and listen to understand.
• Ability to communicate complex planning concepts clearly and concisely both orally and written.
• Microsoft Office tools (Outlook, Word, Excel, and PowerPoint) and SmartSheet.
• Familiarity with popular financial planning software such as eMoney/WealthVision, MoneyGuide, and/or RightCapital is a plus, but not required.

Core Competencies

Demonstrates expertise in financial planning concepts and strategies, with strong communication skills to convey complex information clearly. Proven ability to support financial advisors through research, collaboration, and effective resource connection.

Highest-signal resume keywords

• CFP® Designation
• 5+ Years Experience In Financial Services
• Financial Planning Concepts
• Microsoft Office Suite
• Communication Skills

Hard Skills

• Financial Planning
• Research Skills
• Complex Problem Solving

Soft Skills

• Active Listening
• Clear Communication

Certifications & Qualifications

• CFP®

Industry Keywords

• Financial Services
• Financial Planning
• Practice Management Coaching
• Case Consulting
• Paraplanning

Tools & Technologies

• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• SmartSheet
• EMoney
• WealthVision
• MoneyGuide
• RightCapital