LPL Financial · 15 hours ago
Senior Financial Planning Consultant
Massachusetts, United States
Full-time
Hybrid
Senior Level
$74K/yr - $124K/yr
5+ years expLPL Financial is a leading independent broker-dealer that empowers professionals to shape their success while helping clients pursue their financial goals. The Senior Financial Planning Consultant will support financial advisors and institutions in enhancing their financial planning practices through education, consulting, and plan development, contributing to the broader strategy of increasing financial planning adoption across the firm.
FinanceFinancial Services
Responsibilities
Provide consulting to advisors on financial planning practice management, including process design, service and pricing models, technology integration, and business model optimization
Develop comprehensive financial plans using planning software and collaborate with advisors to implement strategies tailored to client needs
Educate advisors on planning opportunities such as retirement, estate, tax, and risk management strategies
Deliver virtual and in-person training sessions and create educational materials to support advisor growth and planning proficiency
Support onboarding of advisors to financial planning tools and resources
Identify opportunities for plan implementation and facilitate referrals across departments
Contribute to the creation and refinement of content, tools, and resources that enhance advisor capabilities and client outcomes
Analyze data to monitor engagement and effectiveness of planning initiatives
Collaborate with internal teams to promote financial planning services and align efforts with broader business goals
Participate in advisor engagements and internal initiatives to represent the Financial Planning Services team
Consult with advisors and enterprise program leaders to activate or refine their financial planning approach
Facilitate peer engagement opportunities to share best practices and promote adoption of planning tools and services
Stay current on financial planning trends and apply insights to team initiatives and advisor support
Assist in managing planning-related escalations and contribute to continuous improvement efforts within the team
Qualification
Required
Bachelor's degree required
5+ years of experience in financial services, with a focus on financial planning or advisor consulting
Proficiency in financial planning software (eMoney preferred)
Experience in delivering education or consulting in a financial planning context
Ability to work collaboratively in a dynamic, team-oriented environment
Strong communication, presentation, and organizational skills
Excellent interpersonal and collaboration skills
Ability to prioritize and handle multiple tasks at once
Preferred
FINRA Series 7 and 63/65 or 66 preferred
CFP® certification strongly preferred or in progress
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
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 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-09
2026-01-09
GlobeNewswire
2026-01-09
Company data provided by crunchbase