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VP, Senior Trust & Advisor Relationships

LPL Financial, San Diego, CA, United States


A financial services firm is seeking a VP, Senior Relationship Manager to enhance business development through fiduciary relationship management. This role includes supporting the Trust Consulting team, engaging top-tier independent advisors, and ensuring smooth transitions and solutions for all stakeholders. Candidates must have a bachelor's in Finance or related fields, with at least 10 years of experience in estate planning and wealth management. A competitive salary with a strong benefits package is offered. #J-18808-Ljbffr