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Estate Planning Strategist High Net Worth – Stock

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Tax Law, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 83739 - 139565 USD Yearly USD 83739.00 139565.00 YEAR
Job Description & How to Apply Below
Position: Estate Planning Strategist for High Net Worth – Stock Options

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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