Estate & Inheritance Solutions Consultant

LPL Financial LLC; Tempe (AZ); On-site; USD 2,907,000 - 4,844,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial Holdings Inc. in Tempe, AZ is seeking an Associate Service Consultant – Estate Team to support advisors, clients, and partners in inheritance and divorce processes, guiding asset distributions from LPL accounts.

You will handle inbound calls, review documents, assess compliance, mitigate risk, and provide coaching to advisors. A customer-focused, detail-oriented approach is essential in this role.

Qualifications

• 2+ years in brokerage/financial services client-facing or operations experience (comparable experience may be considered).
• MS Office experience (Access, Excel, PowerPoint, Outlook, Teams, Word) preferred.

Responsibilities

• Provide outstanding service through phone support for inheritance/divorce issues via inbound calls, acting as main point of contact.
• Own and follow through with complex and escalated cases, providing follow-up and processing.
• Communicate requirements accurately and answer questions related to inheritance processes.
• Review and process documents to ensure regulatory compliance and proper asset distribution.
• Coaching and guidance for advisors on navigating inheritance/divorce processes.

Skills

Verbal communication

Written communication

Listening

Organization

Multi-tasking

Education

Bachelor's degree

SIE, Series 7 & 63

Tools

MS Office

Job description

LPL Financial Holdings Inc. in Tempe, AZ is seeking an Associate Service Consultant – Estate Team to support advisors, clients, and partners in inheritance and divorce processes, guiding asset distributions from LPL accounts.

You will handle inbound calls, review documents, assess compliance, mitigate risk, and provide coaching to advisors. A customer-focused, detail-oriented approach is essential in this role.