AVP, Estate Planning

Company: CFA Institute
Location: San Diego
Posted on: March 1, 2025

Job Description:

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 OverviewIn support of affiliated advisors and their high-net-worth clients, the AVP, Estate Planning Attorney will be a dedicated resource and member of the LPL High-Net-Worth Services Team. Acting in a specialist capacity, the role will collaborate with affiliated advisors by reviewing existing client estate documents/structures, developing potential solutions for client consideration, and presenting planning topics and concepts. In addition to working directly with affiliated financial advisors, this role would require interacting with end-clients and their tax/legal professionals.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 - Recognize problematic terms in trusts and wills and discuss what could have been done differently in the deliverable. Work with other estate planning attorneys to identify potential strategies for asset protection, income tax, or estate tax concerns. 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.
• Education and Training - Create educational content for advisor and team consumption in the form of topical white papers, case studies, and summaries of the ever-evolving tax and legal landscape. Author content for external trade publications and participate in the preparation of client-facing materials including fact finders and brochures.
• Public speaking - Convey advanced subject matter in small and large public speaking settings. This includes public speaking participation in webinars, conference calls, staff meetings, and main-stage presentations at LPL conferences. The role may include representing LPL Financial at external conferences, events and industry functions.Requirements

• Juris Doctorate degree from an ABA accredited school
• 5+ years' experience in estate planning and a strong understanding of the sub-trusts which are created in a revocable trust.Preferences
  • Advanced designations preferred: CPA, LLM.
  • Highly collaborative with experience in servicing the needs of affluent and institutional clients
  • Willingness to travel if necessary
  • Strong teamwork, leadership and interpersonal skills
  • Familiarity with Brentmark, Number Cruncher, or other software used for estate tax strategies
  • Excellent communication skills - verbal and written, creative problem-solving, effective decision making, ability to diffuse tense situations, ability to multi-task, good follow-up skills, upbeat and outgoing personality. Also critical to have polished presentation skills and ability to interact with sophisticated clients and advisors.Pay Range:$124,400-$207,400/yearActual 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.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.Join LPL Financial: Where Your Potential Meets OpportunityAt 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.
    • 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 is just right for you to make a real impact.
    • Commitment to Equality: We support workplace equality and 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 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.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.EAC1.22.25
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Keywords: CFA Institute, San Diego , AVP, Estate Planning, Other , San Diego, California