Sr. Financial Planning Success Consultant - Institution / Enterprise Channel

Sr. Financial Planning Success Consultant – Institution / Enterprise Channel

Join to apply for the Sr. Financial Planning Success Consultant – Institution / Enterprise Channel role at LPL Financial

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. If you're ready to take the next step, discover what's possible with LPL Financial.

Overview

LPL's Financial Planning Services team is 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.

What are we looking for?

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

• Provide 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.
• Educate advisors on planning opportunities such as retirement, estate, tax, and risk management strategies, with a focus on applicability within enterprise environments.
• Deliver virtual and in-person training sessions and create educational materials tailored to the needs of enterprise advisors.
• Support onboarding of enterprise advisors to financial planning tools, resources, and workflows.
• Identify opportunities for plan development and implementation support and facilitate cross-departmental referrals to enhance client service and business growth.
• Contribute to the development of content, tools, and resources that support financial planning adoption and advisor success within banks and credit unions.
• Analyze engagement data to assess effectiveness of planning initiatives and identify areas for improvement.
• Collaborate 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.
• Consult with enterprise program leaders and affiliated advisors to activate or refine their financial planning approach.
• Facilitate peer engagement opportunities to share best practices and promote adoption of planning tools and services within the enterprise channel.
• Stay current on financial planning trends and apply insights to enterprise-specific initiatives and advisor support.
• Assist in managing planning-related escalations and contribute to continuous improvement efforts within the team.

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!

Company Overview

LPL Financial Holdings Inc. (Nasdaq : LPLA) 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

At LPL Financial, 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?

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.

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