Financial Planning Support Specialist Location Raleigh, NC (Northeast area) : Are you self-motivated and curious to learn about financial planning? Are you eager to work in a collaborative team environment? Are you creative, yet organized and results driven? If so, this role may be right 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 21,000 financial advisors, 1,100 institution-based investment programs and 500 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: As a Financial Planning Support Specialist, you will aid a team of financial planning consultants dedicated to helping advisors create efficiency, and expand their planning services all while maximizing their financial planning revenue. This is a full time remote position.
Responsibilities: Support financial planning consultants in their advisor consultations by managing follow up items, responding promptly to inquiries, and nurturing a streamlined engagement process.
Assist with designing content and advisor-facing presentations
Create a workflow for managing a pipeline of consultations with consistent, proactive follow-up
Manage content workflows and quality control of outputs.
Coordinate pro-active outreach and promote advisor events.
Assist in the preparation of team monthly activity reports and advisor feedback surveys.
Improve processes and systems as needed
Willingness to work on special research projects and assignments
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, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements: 1-3 years of experience within a financial services and/or financial planning environment
Core Competencies: Strong content design skills, preferably with experience in Adobe Editor
Organized with a strong attention to detail and problem-solving abilities
Effective oral and written communication; able to explain complex information clearly and simply
Time management skills with the ability to handle multiple projects and deadlines
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners in a virtual environment
Ability to analyze and research information
Self-motivated, driven and takes initiative
Prior customer service experience
Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Preferences: Bachelor's degree in Business, Finance, Marketing, or related areas preferred
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 different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Pay Range:
$24.69-$37.04/hour 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 different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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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 @lp lfinancial.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 .
