Senior Financial Planning Consultant
LPL Financial(5 months ago)
About this role
LPL’s Financial Planning Services team is seeking experienced professionals to support financial advisors and institutions in enhancing their financial planning practices. The Senior Financial Planning Consultant plays a key role in consulting, educating, and developing financial plans, contributing to the broader strategy of increasing financial planning adoption across the firm.
Required Skills
- Financial Planning
- Consulting
- Education
- Collaboration
- Data Analysis
Qualifications
- Bachelor’s Degree
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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