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Summary
About the Role
About You
- Bachelor's degree preferred. Advanced degree/certification preferred.
- Five years' experience in trust administration, preferably with a broker-dealer or in a traditional bank/trust company. Knowledge of financial planning, philanthropic planning and fiduciary law.
- Strong verbal and written communication skills for effective interactions with clients and financial advisors.
- Detail-oriented, especially with trust administration, tax and investment requirements.
- Strong use of Microsoft Office and ability to adapt to trust and tax accounting applications.
- Strong organizational skills.
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.