Compensation
$68,083 – $113,403/yr
LPL Financial is seeking an experienced Senior Trustee Consultant to join their Business Development team. This role involves managing new business pipelines, liaising with LPL Advisors, and providing exceptional customer service to ensure successful onboarding of new clients. The consultant will leverage deep knowledge of trust administration and settlement services to support LPL Advisors in delivering trustee services.
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financial servicesSan Diego, CA, US5001-10000
LPL Financial is a Fortune 500 firm and an independent broker-dealer supporting financial advisors and their clients. Its purpose is to empower financial advisors to deliver personalized advice by providing solutions, customer service, and technology. The company’s technology work includes designing, building, and delivering fintech solutions that impact clients’ financial futures. LPL offers competitive compensation, benefits, and recognition programs, and describes its compensation strategy as market-informed, business driven, and transparent.
Who they serve
LPL Financial supports financial advisors and their clients.