Avp, Financial Planning Consultant

2 weeks ago

Boston, United States LPL Financial Full time

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you

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 23,000 financial advisors, 800 institution-based investment programs and 450 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**:
This individual will be part of a planning consultant team within the Financial Planning Group responsible for providing timely, accurate and actionable guidance to LPL Financial Advisors and Enterprises on all areas of financial planning and planning practice support. This position will directly support the advisors affiliated with LPL's Supported Independence model. Areas of focus include running a profitable planning practice, leveraging planning software, and creating process efficiencies in order to expand an advisor’s financial planning footprint.

**Responsibilities**:

- Consult with LPL Financial Advisors on all aspects of financial planning to increase the adoption of planning and provide practical guidance to existing planners to gain efficiencies and drive growth and plan penetration.
- Execute through a disciplined outreach strategy via a sales funnel approach with actionable next steps to increase financial planning awareness and adoption.
- Clearly articulate the value proposition of offering comprehensive financial planning and the pillars of support that LPL’s Financial Planning Group provides.
- Play a critical role in collaborating with branch management and field leadership within the supported independence model.
- Proactively engage with advisor both virtually and in-person to drive financial planning adoption and implementation. Expected 20% travel to advisor offices and regional branch locations.

**What are we looking for?**

We want **strong collaborators who can deliver a world-class client experience.** We are looking for people who thrive in a **fast-paced environment**, are **client-focused**, **and team-oriented**, and are able to execute in a way that encourages **creativity** and **continuous improvement.**

**Requirements**:

- Bachelor's Degree in Business, Finance, or related field
- CFP® Designation

**Core Competencies**:

- Must have strong knowledge of financial planning software. eMoney knowledge is required, MoneyGuide and/or RightCapital are a plus.
- Strong presentation and communication skills.
- Broad exposure to financial planning.
- Ability to effectively communicate with Advisors in person and via the phone, excellent interpersonal and organizational skills.

**Preferences**:

- 5+ years of experience in personal financial counseling within a professional services and/or a financial planning environment.
- 5+ years in a related sales or consulting function.
- Securities licenses 7, 63, 65, 66 or ability to obtain.
- Software/Systems Skills: Outlook, Excel, Word, PowerPoint, Salesforce.

**Pay Range**:
$101,520-$152,280/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 di

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