LPL Financial Holdings Inc. is seeking an AVP, Senior Trustee Consultant to join The Private Trust Company team. You will lead trustee and settlement services engagements, supporting advisors and high net worth clients through the acceptance and onboarding processes.
Ideal candidates bring five years of trustee services experience, fiduciary law knowledge, and strong MS Office skills. This role emphasizes collaboration, client service excellence, and proactive opportunity development within a
#J-18808-LjbffrSenior Trustee Consultant - Elevate HNW Trust Services in cleveland at Unknown Company
This position is listed as full time and onsite.