Senior Financial Planning Strategist
LPL Financial
LPL Financial, a leading wealth manager, is seeking a Financial Planning Group consultant to support financial advisors through inbound calls and emails. You will clarify planning concepts, research responses, and coordinate with internal and external partners to deliver timely advice. Ideal candidates hold a CFP designation with 5+ years in financial services, and familiarity with planning tools such as eMoney, WealthVision, MoneyGuide, or RightCapital is a plus. #J-18808-Ljbffr LPL Financial
Vacancy posted 4 days ago
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