Sr. Financial Planning Success Consultant Institution / Enterprise Channel

Senior Financial Planning Success Consultant

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We are seeking passionate, experienced, and highly motivated planning professionals to help drive financial planning adoption and impact among financial advisors affiliated with banks and credit unions.

As a Senior Financial Planning Success Consultant, you will support LPL-affiliated enterprises in launching, refining or scaling financial planning adoption. This role plays a key part in increasing planning engagement and implementation across the enterprise channel, contributing to improved advisor productivity and client outcomes. You'll collaborate closely with internal partners and enterprise program leaders to deliver tailored support aligned with institutional business models.

Responsibilities include :

• Providing consulting to bank, credit union, and / or enterprise-affiliated advisors on financial planning practice management, including process design, service and pricing models, technology integration, and business model optimization.
• Educating advisors on planning opportunities such as retirement, estate, tax, and risk management strategies, with a focus on applicability within enterprise environments.
• Delivering virtual and in-person training sessions and creating educational materials tailored to the needs of enterprise advisors.
• Supporting onboarding of enterprise advisors to financial planning tools, resources, and workflows.
• Identifying opportunities for plan development and implementation support and facilitating cross-departmental referrals to enhance client service and business growth.
• Contributing to the development of content, tools, and resources that support financial planning adoption and advisor success within banks and credit unions.
• Analyzing engagement data to assess effectiveness of planning initiatives and identify areas for improvement.
• Collaborating with internal stakeholders to align financial planning efforts with broader enterprise goals and initiatives.

Represent Financial Planning Services in advisor engagements, enterprise program meetings, and internal initiatives.

Requirements :

Competencies :

Preferences :

Pay Range : $74,100-$123,500 / 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!

LPL Financial Holdings Inc. was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial : Where Your Potential Meets Opportunity

We believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews :

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.