LPL Financial, through its Private Trust Company, seeks an AVP, Senior Trustee Consultant to drive trustee services for HNW/Ultra HNW clients. You will lead case consultations, manage advisor relationships, and advance new trustee opportunities through intake and onboarding.
You will collaborate with cross‑functional teams to ensure excellent client experiences and outcomes. A strong background in trust administration, fiduciary law, and MS Office is essential for success.
#J-18808-LjbffrAVP, Senior Trustee Consultant — Trusted Wealth Solutions in san diego at Unknown Company
This position is listed as full time and onsite.