Estate & Divorce Services Associate

LPL Financial; Tempe (AZ); On-site; USD 29,000 - 48,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial in Tempe seeks an Associate Service Consultant-Estate Team to guide inheritance and divorce workflows, reviewing documents and resolving client inquiries. You will interact with advisors, clients, and internal teams to ensure accurate asset distribution and compliant processes.

Ideal candidates bring 2+ years in financial services, strong MS Office skills, and a collaborative mindset to support advisors in navigating complex estate-related matters.

Qualifications

• 2+ years in brokerage/financial services client-facing or operations experience.
• MS Office experience including Access, Excel, PowerPoint, Outlook, Teams and Word.

Responsibilities

• Handle inbound calls from advisors and clients on estate and divorce inquiries, providing First Call Resolution when possible.
• Review and process documents to facilitate asset distribution to beneficiaries, ensuring regulatory compliance.
• Mitigate risk by verifying paperwork and communicating requirements clearly to clients and advisors.
• Support advisors by sharing information and guidance on inheritance and divorce processes.

Skills

Verbal communication

Written communication

Organizational skills

Multitasking

Adaptability

Education

Bachelor’s degree in business, accounting, or finance

SIE, Series 7 & 63

Tools

Access

Excel

PowerPoint

Outlook

Teams

Word

Job description

LPL Financial in Tempe seeks an Associate Service Consultant-Estate Team to guide inheritance and divorce workflows, reviewing documents and resolving client inquiries. You will interact with advisors, clients, and internal teams to ensure accurate asset distribution and compliant processes.

Ideal candidates bring 2+ years in financial services, strong MS Office skills, and a collaborative mindset to support advisors in navigating complex estate-related matters.