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LPL Financial
LPL Financial

64 Lpl Financial Financial Planning Assistant Jobs Hiring Near You

Hantz Group

Financial Planning Assistant

Canton, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

LPL Financial

Financial Advisor - CEFCU

Decatur, IL

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage ...

LPL Financial

Financial Advisor - CEFCU

Normal, IL

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage ...

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LPL Financial Jobs Information

Do workers at LPL Financial get paid breaks?

Yes. Most people get paid breaks.
72% of people say they get paid breaks.
Based on data from 50 people who took the Breakroom Quiz between January 2025 and August 2026.

Does LPL Financial pay people when they’re sick?

Yes. Most people get paid when they’re sick.
74% of people say they would get paid if they were sick but scheduled to work.
Based on data from 35 people who took the Breakroom Quiz between August 2025 and August 2026.

At LPL Financial, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
79% of people say they have to use vacation days when they’re out sick.
Based on data from 34 people who took the Breakroom Quiz between August 2025 and August 2026.

Is the health insurance from LPL Financial affordable enough for their workers?

Most people say the health insurance costs are okay.
84% of people say the health insurance costs are okay
Based on data from 43 people who took the Breakroom Quiz between March 2025 and August 2026.

Do people get paid time off at LPL Financial?

Most people get paid time off work.
90% of people say they get paid time off.
Based on data from 39 people who took the Breakroom Quiz between August 2025 and August 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 82% of people with changing schedules find out their shifts one week or less ahead of time.
  • 18% of people with changing schedules find out their shifts two weeks ahead of time.
  • 0% of people with changing schedules find out their shifts three weeks ahead of time.
  • 0% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.

Do workers at LPL Financial worry about hours?

Most people don’t worry about getting enough hours.
89% of people report they don’t worry about getting enough hours.
Based on data from 38 people who took the Breakroom Quiz between January 2025 and May 2026.

Do LPL Financial workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
45% report that they don’t have enough control over which shifts they work.
Based on data from 33 people who took the Breakroom Quiz between January 2025 and May 2026.

How easy is it for LPL Financial workers to change shifts?

Some people find it hard to change shifts.
44% of people report that it’s hard to change shifts if they need to.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and May 2026.

How easy is it to get time off at LPL Financial?

Most people find it easy to get time off.
77% of people report it’s easy to get time off.
Based on data from 31 people who took the Breakroom Quiz between August 2025 and August 2026.

Do LPL Financial managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
89% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 37 people who took the Breakroom Quiz between January 2025 and May 2026.

Do jobs at LPL Financial spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
18% of people report that their job takes up time that they don’t get paid for.
Based on data from 38 people who took the Breakroom Quiz between January 2025 and May 2026.

How easy is it to take sick days at LPL Financial?

Most people find it easy to take sick days.
76% of people report that it’s easy to take time off if they are sick.
Based on data from 34 people who took the Breakroom Quiz between August 2025 and August 2026.

Is working at LPL Financial good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
72% of people who care for a child or other relative report this is a good place to work.
Based on data from 25 people who took the Breakroom Quiz between January 2025 and August 2026.

Do people at LPL Financial feel treated with respect by their managers?

Most people feel treated with respect by their managers.
82% of people say they’re treated with respect by their managers.
Based on data from 38 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people at LPL Financial get to take their breaks without interruption?

Most people get breaks without interruption.
81% of people report that they get to take their breaks without interruption.
Based on data from 31 people who took the Breakroom Quiz between August 2025 and August 2026.

Is it stressful to work at LPL Financial?

Most people feel stressed here.
68% of people say they often feel stressed at work.
Based on data from 37 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people at LPL Financial enjoy their jobs?

Most people enjoy their job.
70% of people report they enjoy their job.
Based on data from 30 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people at LPL Financial recommend working with their team?

Only some people recommend working with their team.
49% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 39 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people get enough training when they start at LPL Financial?

Most people got enough training when they started.
69% of people report they got enough training when they started working here.
Based on data from 36 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people get support to advance at LPL Financial?

Only some people are given support to advance their career here.
In the last year, 47% of people report not being given support to advance their career here.
Based on data from 36 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people think LPL Financial’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
69% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 35 people who took the Breakroom Quiz between August 2025 and August 2026.

Do workers feel well informed about how LPL Financial is doing?

Only some people feel well informed about how the company is doing.
35% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 34 people who took the Breakroom Quiz between September 2025 and August 2026.

What other companies are hiring for Financial Planning Assistant jobs?

What are the most popular jobs at Lpl Financial?

What are the most popular categories at Lpl Financial?

Infographic showing various Financial Planning Assistant job openings at Lpl Financial in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 73% Physical, 9% Hybrid, and 18% Remote job distribution.

Financial Planning Assistant

Hantz Group

Canton, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Financial Planning Assistant
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.
Essential Job Functions:
  • Assist in booking appointments for advisors
  • Prepare declaration page quote sheet for meetings
  • Market for property/casualty insurance service opportunities
  • Assist advisors with client services
  • Coordinate business and meetings with advisors, tax team and estate planners
  • Market to companies for business opportunities
  • Comply with All Industry Rules and Regulations
  • All other tasks assigned
Education/Knowledge & Skills:
  • High School Diploma/GED
  • Strong oral and written communication skills
  • Strong organizational skills
  • Basic database skills
  • Proficient in Microsoft Office
  • Must be Able to Obtain Required Licenses*
Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary
  • Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

Apply