Estate Planning Consultant at LPL Financial Holdings in San Diego, CA

Estate Planning Consultant Location: San Diego Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Do you enjoy providing consultative support to advisors serving high-net-worth individuals? Are you interested in being part of a team that is actively working to help advisors grow their businesses? Excited to learn more? If so, then this could be the role for you! Job Overview: High-Net-Worth Services is a part of the LPL’s Wealth Management organization, 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. In support of affiliated advisors and their high-net-worth clients, the Estate Planning Consultant will be a dedicated resource and member of the LPL High-Net-Worth Services Team. Acting in a specialist capacity, the role will involve collaborating with the team’s estate planning attorneys by providing reviews of existing client estate documents/structures and summarizing potential solutions for client consideration. This is an excellent opportunity to join a growing team and initiative at LPL Financial and to collaborate with and learn from attorneys experienced in advanced estate planning. Responsibilities: Estate Planning Reviews – Review trusts (revocable and irrevocable), wills, and ancillary documents and break out the information into our deliverable. Flowchart the existing documents to show what happens at the death of each beneficiary. Proposed Estate Planning Strategies – Work with estate planning attorneys to include potential strategies for asset protection, income tax, or estate tax concerns and incorporate their observations. Create a new master flowchart depicting what the overall proposed strategies would look like. Case Management - Update the status of current cases and ensure all cases are being managed efficiently. Communication – Communicate with affiliated advisors and attorneys to ensure their questions are answered and the cases are moving along. What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 3+ years’ experience in estate planning. Core Competencies: Strong understanding of the sub-trusts which are created in a revocable trust. Highly collaborative with experience in servicing the needs of affluent and institutional clients. Strong teamwork, leadership and interpersonal skills. Excellent communication skills, creative problem-solving, and effective decision making. Ability to diffuse tense situations, multi-task and follow up. Polished presentation skills and ability to interact with sophisticated clients and advisors. Preferences: Certified Paralegal or a Bachelor’s degree. Familiarity with Brentmark, Number Cruncher, or other software used for estate tax strategies. Pay Range: $83,739.00 - $139,565.00 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! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! 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 @lplfinancial.com 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 (855) 575-6947. EAC12.9.25 Additional Locations: Fort Mill/Charlotte, New York, Boston, Tempe