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Estate Planning Strategist High Net Worth – Stock
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-07-30
Listing for:
LPL Financial
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Tax Law, Regulatory Compliance Specialist
Job Description & How to Apply Below
LPL Financial in Tempe, AZ seeks an Estate Planning Consultant to join the High-Net-Worth Services team. You will review client estate documents, summarize potential solutions, and collaborate with estate planning attorneys on strategies for asset protection and tax considerations.
The role emphasizes attention to detail, teamwork, and clear communication with advisors and clients, supporting sophisticated estate planning initiatives.
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