Senior Wealth Planner
LPL Financial LLC
LPL Financial is seeking an experienced financial planning professional to support advisor relationships and deliver comprehensive financial plans. You will collaborate with paraplanners, stay current on planning concepts, and present plans to clients. A CFP is preferred, with 5+ years in financial services and 3+ years in plan development and presentation. Experience with planning tools (eMoney, MoneyGuide, RightCapital) is valued. #J-18808-Ljbffr LPL Financial LLC
Vacancy posted 5 days ago
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