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Lpl Trust Jobs (NOW HIRING)

LPL Financial

Financial Advisor

Dallas, TX · Hybrid

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union ...

LPL Financial Holdings, Inc.

Financial Advisor

Dallas, TX · On-site

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union ...

LPL Financial

Estate Planning Consultant

Tempe, AZ · On-site +1

$83K - $139K/yr

... at LPL Financial and to collaborate with and learn from attorneys experienced in advanced estate planning. Responsibilities: * Estate Planning Reviews - Review trusts (revocable and irrevocable ...

LPL Financial

Manager - Service Center

Tempe, AZ

$66K - $111K/yr

As a Service Manager at LPL Financial, you will play a pivotal role in bridging executive vision ... Emotional intelligence and ability to build trust and psychological safety. * Data literacy ...

LPL Financial

Manager - Service Center

San Diego, CA

$66K - $111K/yr

As a Service Manager at LPL Financial, you will play a pivotal role in bridging executive vision ... Emotional intelligence and ability to build trust and psychological safety. * Data literacy ...

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Lpl Trust information

What is an LPL Trust officer and what do they do?

An LPL Trust officer is a financial professional who works with clients to manage trust accounts and estate planning services under the LPL Financial platform. Their responsibilities include overseeing trust administration, ensuring compliance with trust documents, managing assets, and providing guidance to beneficiaries. They often collaborate with financial advisors, attorneys, and tax professionals to help clients protect and transfer their wealth according to their wishes. LPL Trust officers play a key role in helping clients navigate complex trust and estate issues while adhering to regulatory requirements.

How does an LPL Trust Officer typically collaborate with financial advisors and other professionals to manage client trust accounts?

An LPL Trust Officer regularly works alongside financial advisors, estate planners, and attorneys to ensure that client trust accounts are managed in accordance with legal requirements and client wishes. This collaboration involves coordinating investment strategies, handling trust administration tasks, and addressing client questions or concerns. The role requires strong communication skills to facilitate smooth information flow between all parties, and Trust Officers often participate in joint meetings or case reviews to align on strategies and compliance. This team-based approach helps deliver a high level of service and ensures the trust’s objectives are met.

What are the key skills and qualifications needed to thrive as an LPL Trust Officer, and why are they important?

To thrive as an LPL Trust Officer, you need a strong understanding of trust administration, estate planning, fiduciary law, and financial services, typically supported by a bachelor's degree in finance, accounting, or a related field. Familiarity with trust management software, regulatory compliance systems, and certifications such as the Certified Trust and Fiduciary Advisor (CTFA) are highly beneficial. Exceptional communication, attention to detail, and problem-solving skills help build client relationships and navigate complex scenarios. These skills ensure proper management of client assets, adherence to legal requirements, and the delivery of high-quality fiduciary services.

What is the difference between Lpl Trust vs Financial Advisor?

AspectLpl TrustFinancial Advisor
CredentialsTypically requires trust or fiduciary certifications, securities licensesRequires securities licenses, CFP certification often preferred
Work EnvironmentWorks within trust companies, banks, or financial institutions managing trustsWorks independently or within firms advising clients on investments
Industry UsageCommonly employed in trust management and estate planningUsed broadly in financial planning and investment advising

While both roles involve financial expertise, Lpl Trust professionals focus on trust management and estate planning within financial institutions, whereas Financial Advisors provide broader investment and financial planning services directly to clients.

Infographic showing various Lpl Trust job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.
Financial Advisor - Thumb Bank and Trust

Financial Advisor - Thumb Bank and Trust

LPL Financial

Pigeon, MI

$50K - $70K/yr

Full-time

Posted 24 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 65 frontline employees who took The Breakroom Quiz

115th of 138 rated financial services

Job description

Bank

Financial Advisor - Thumb Bank and Trust

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Thumb Bank and Trust in Sandusky, MI would allow you to join the Investment Program at Thumb Bank and Trust as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Thumb Bank and Trust supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Thumb Bank and Trust for financial solutions. This position will offer:

  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Thumb Bank and Trust, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Thumb Bank and Trust.

Tracking # 1-05026674


Pay Range:$50,000-$70,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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