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Plan Manager

LPL Financial

LPL Financial

Remote · United States
Posted on Tuesday, August 22, 2023

Does helping others with their financial vision motivate you? Do you think that the financial planning industry needs an update? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!

LPL’s Paraplanning Solutions team is seeking candidates passionate about this space who are also interested in the idea of launching a new product.

This individual will be part of a growing team within the LPL Business Solutions organization responsible for supporting Financial Advisors and Planners with back-office financial planning support so that they can continue to provide superior personal financial advice to their clients. The ideal candidate will be passionate about financial planning and eager to advance their planning knowledge. This is a 100% remote role and you can be located anywhere in the United States.

Paraplanning Services is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.

Job Overview:

LPL’s Financial Planning Services team is looking for a highly motivated and qualified Plan Manager to support advisors in all aspects of financial plan design and analysis. This individual will serve as a paraplanner supporting a number of LPL advisors and their end clients.


  • Assist financial advisors in formalizing a planning process within their practice to maximize efficiency.

  • Assist in the client data-gathering process and input data into financial planning software (eMoney, MoneyGuide, RightCapital).

  • Analyze financial data to construct comprehensive financial plans and develop customized financial solutions and strategies for end clients. Areas of emphasis include retirement/income analysis, estate planning, tax planning strategies, and risk management analysis.

  • This is not a sales position; however, the candidate will need to clearly articulate planning recommendations to Advisors and end clients as necessary.

  • Assist with all aspects of back-office planning functions including meeting prep, client paperwork, and client billing.

  • Research ad-hoc financial planning questions as necessary to further support our Advisors and their clients.

  • Has proficiency in one or a variety of financial planning tools/software to include WealthVision/eMoney, MoneyGuide, RightCapital and AdvicePay.

  • Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.


  • Bachelor's Degree

  • 5+ years of experience within a financial services and/or a financial planning environment

  • CFP® designation

  • 3+ years of experience in personal financial planning including tax and estate planning strategies

  • 1+ years of experience with eMoney, MoneyGuide or RightCapital is required


  • Bachelor's Degree in Business, Finance, or related field

  • Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)

  • Strong communication and presentation skills

  • Experience with CRM applications such as Salesforce and/or Redtail

  • Understanding of insurance and annuity products

  • Broad exposure to financial planning

  • Ability to effectively communicate, excellent organizational skills and strong attention to detail is a must.

We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE


Pay Range:


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 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 (800) 877-7210.