Job Description
Job Title: AVP, Estate Planning Attorney Salary Range: $124,400.00 - $207,400.00 Location: San Diego, California, United States of America Experience: 5 years in estate planning Category: Sales/Financial Services
H1: Join the **MEMBERS ONLY**SIGN UP NOW*** Team as an AVP, Estate Planning Attorney H2: Opportunity for Experienced Estate Planning Attorney in San Diego
Company Overview:
**MEMBERS ONLY**SIGN UP NOW*** (Nasdaq: LPLA) is a leader in the financial markets, supporting over 19,000 financial advisors and 800 institution-based investment programs nationwide. Our commitment to the advisor-centered model means that we provide the freedom and resources for advisors to run their perfect practice and take care of their clients.
Job Overview:
As an AVP, Estate Planning Attorney, you will be part of the LPL High-Net-Worth Services Team, providing consultative support to advisors serving high-net-worth individuals. You will collaborate with affiliated advisors to review estate documents, develop potential solutions, and present planning topics and concepts to clients. This role also involves creating educational content, public speaking, and representing LPL at industry events.
Responsibilities:
- Review trusts, wills, and ancillary documents and create flowcharts to show what happens at the death of each beneficiary. - Identify problematic terms in documents and discuss potential solutions with affiliated advisors and other estate planning attorneys. - Update case statuses and manage cases efficiently. - Create educational content for advisors and participate in public speaking events. - Collaborate with team members and have strong communication, problem-solving, and decision-making skills.
Requirements:
- Juris Doctorate degree from an ABA accredited school. - 5 years of experience in estate planning and strong understanding of sub-trusts in revocable trusts. - Advanced designations preferred (CPA, LLM). - Highly collaborative and able to service the needs of affluent and institutional clients. - Willingness to travel if necessary. - Familiarity with estate tax software. - Excellent communication and presentation skills.
Pay Range:
$124,400.00 - $207,400.00
Company Overview:
**MEMBERS ONLY**SIGN UP NOW*** Holdings Inc. (Nasdaq: LPLA) is a leader in the financial industry, serving over 23,000 financial advisors and 580 registered investment advisor firms nationwide. Our commitment to the advisor-mediated model means that we provide the freedom and resources for advisors to run a thriving business and take care of their clients.
Why Join LPL?
- Innovative Environment: Our leadership team fosters creativity and growth. - Limitless Career Potential: Your career at LPL has no limits, only amazing potential. - Unified Mission: We are one team on one mission – taking care of our advisors so they can take care of their clients. - Impactful Work: Our size allows for real impact and meaningful work. - Commitment to Equality: We embrace diverse perspectives and backgrounds. - Community Focus: We care for our communities and encourage our employees to do the same. - Benefits and Total Rewards: Our package includes traditional and unique benefits, perks, and resources.
Join the LPL team and make a difference by helping turn life's aspirations into financial realities. Apply now to become an AVP, Estate Planning Attorney with **MEMBERS ONLY**SIGN UP NOW***. Principals only. EOE.
Information on Interviews:
LPL will only communicate with applicants from an @lplfinancial.com email address and will never request payment or financial information during an interview. Should you have any questions, please contact LPL's Human Resources Solutions Center.
