LPL Financial
LPL Financial is seeking a Trust & Estate Settlement Professional to handle administration and operations of trust and estate settlements, focusing on managing client relationships, coordinating with various parties, and ensuring proper estate and trust management.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for LPL Financial.
Find an LPL Financial Advisor
Dec 10, 2025
Trust and Estate Manager - 2 openings
Dayforce
Associate Trust Officer - Estate & Trust Settlement
Raymond James
Senior Estate Settlement Advisor - PNC Private Bank
PNC Bank
Estate Settlement Advisor - Commerce Trust
Commerce Bank
Estate Settlement Specialist
Plante Moran
Trust Officer - Estate and Trust Settlement
Raymond James