High Net Worth Planner jobs in United States
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LPL Financial · 16 hours ago

High Net Worth Planner

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$81K/yr - $136K/yr
date3+ years exp

LPL Financial is among the fastest growing wealth management firms in the U.S., seeking a High Net Worth Planner to support Financial Advisors with advanced financial planning. The role involves collaborating with advisors to deliver comprehensive financial plans for affluent clients, utilizing financial planning software and a deep understanding of financial planning concepts.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Assist in the client data-gathering process and input data into financial planning software (eMoney)
Analyze financial data to construct comprehensive financial plans and develop customized financial solutions and strategies for end clients. Areas of emphasis include lifestyle maintenance, estate planning, philanthropic planning, asset management, and risk mitigation
The candidate will need to clearly articulate planning recommendations to Advisors and end clients as necessary
Research ad-hoc financial planning questions as necessary to further support our Advisors and their clients
Has proficiency in eMoney
Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes

Qualification

CFP® designationEMoney proficiencyFinancial planning knowledgeFinancial services experienceAdvanced financial planningCustomer service skillsMS OfficeSalesforceCommunication skillsTeamwork skillsInterpersonal skills

Required

Bachelor's degree
Must have CFP® designation
Minimum of 3 years of experience within a financial services and/or a financial planning environment
Minimum of 2+ year of experience planning for affluent clients ($5M+ net worth) and proficiency with eMoney Advisor
Excellent customer service skills with an emphasis in communication abilities; both verbal and written
Ability to excel in a fast-paced environment encompassing multiple disciplines and product lines

Preferred

Additional Designations: CEP®, CPWA®, CEPA®, CRPC®, CAP®
Strong personal financial planning knowledge and an understanding of financial services products and solutions
Software/Systems Skills: MS Office, Salesforce
Strong teamwork and interpersonal skills

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.
dateFounded in 1968
location
Boston, Massachusetts, USA
people-size5001-10000 employees
web-link
https://www.lpl.com

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (66)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Chief Executive Officer
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

MarketScreener
LPL Financial Reports Monthly Activity for November 2025
2025-12-16
Zawya.com
Powell bets big on productivity boost rescuing boxed-in Fed: McGeever
2025-12-12
Investor's Business Daily
LPL Financial Stock Is Near A Record High. It Advises The Advisors.
2025-12-11
Company data provided by crunchbase