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Senior Trustee Consultant - Elevate HNW Trust Services
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-08-30
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Wealth Management, Banking & Finance, Financial Compliance
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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