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Vice President of Wealth Transfer and Philanthropy
2 months ago
Are you passionate about assisting individuals with their financial strategies? Do you thrive in a collaborative environment, engaging with a network of professionals such as Certified Financial Planners, Attorneys, Chartered Financial Analysts, and Certified Public Accountants to navigate complex opportunities and challenges?
High-Net-Worth Services provides a robust array of fee-based advisory services, investment solutions, and specialized capabilities tailored for high-net-worth clients, empowering LPL advisors to effectively serve investors with intricate needs. Our human-centric, technology-enhanced services enable our advisors to deliver exceptional financial guidance and cultivate successful practices.
Position Overview:
In alignment with the needs of subscribing advisors and their affluent clients, the Vice President of Wealth Transfer and Philanthropy will serve as a dedicated resource for the development of Estate and Philanthropic Strategies. In this specialized role, the individual will assess and summarize existing estate plans while proposing innovative strategies and insights tailored to the client's wealth transfer objectives, which will be documented in a comprehensive plan summary. Furthermore, this individual will collaborate with advisors to refine the plans they prepare for client presentations.
Key Responsibilities:
- Evaluate clients' existing estate plans to enhance their understanding of the mechanisms at play,
- Gather and assess data regarding clients' wealth transfer aspirations to propose fresh strategies and insights for consideration.
- Ensure thorough completion of all estate and philanthropic planning-related research and data collection, producing deliverables ("Estate & Philanthropic Strategy") and presenting them to advisors and, occasionally, clients.
- Conduct research on specific estate and philanthropic planning inquiries as needed to further assist our advisors and their clientele.
- Exhibit a comprehensive understanding of increasingly sophisticated estate and philanthropic planning concepts while remaining informed about current developments and legislative changes.
- Educate advisors on modern estate and philanthropic planning methodologies and act as a subject matter expert on these topics and potential legal updates.
This role necessitates outstanding customer service capabilities, particularly in verbal and written communication. The ideal candidate will demonstrate strategic thinking, analytical prowess, project management expertise, and exceptional time management skills. The incumbent must effectively balance a collaborative approach with independent initiative across all levels of a dynamic, entrepreneurial, and fast-paced organization. While relevant legal experience is preferred, this position does not involve providing legal counsel or practicing law.
Requirements:
- Juris Doctorate
- 7+ years of experience in trust and estate planning or wealth management
- Advanced certifications preferred: CPA, LLM, CFP
- Ability to thrive in a fast-paced environment encompassing diverse disciplines and product lines
- Exceptional communication skills, both verbal and written
- Highly collaborative with experience addressing the needs of affluent and institutional clients
- Strong teamwork, leadership, and interpersonal skills
- Proficiency in software/systems: MS Office, Crescendo, Brentmark
$168,800-$253,200/year
Actual base salary may vary based on factors including relevant skills, prior experience, education, internal peer salaries, demonstrated performance, and geographic location. Additionally, LPL offers a highly competitive Total Rewards package designed to support your success in professional and personal pursuits, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will provide detailed information about the benefits available at LPL.
Why Choose LPL?
At LPL, we believe that impartial financial guidance is essential for everyone. As the leading independent broker-dealer in the nation, we offer an integrated platform of proprietary technology, brokerage, and investment advisory services. We foster a work environment that promotes creativity and growth, supported by a responsive leadership team, providing the opportunity to build a limitless career with incredible potential.
We are one team on one mission. We prioritize the well-being of our advisors, enabling them to better serve their clients.
Our company strikes a balance between size and impact, allowing you to make a meaningful difference. We are dedicated to promoting workplace equality and embracing the diverse perspectives and backgrounds of our employees. We also value community engagement and encourage our employees to contribute, creating an environment where you can excel.
Join the LPL team and help us transform aspirations into financial realities.
