Advisor Onboarding Experience Lead

LPL Financial LLC; Charlotte, Fort Mill (NC, SC); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

and more

Job summary

LPL Financial Holdings Inc. is seeking a Client Experience Onboarding Consultant to act as the primary onboarding contact for financial advisors and institutions enrolling in Wealth Planning's subscription service.

You will lead onboarding consultations, deliver training, and ensure a seamless integration while building strong relationships from day one. Responsibilities include managing inquiries, coordinating with internal teams, and identifying opportunities to enhance engagement and service

Qualifications

• Bachelor's degree or equivalent with 3+ years in customer experience or onboarding in financial services.
• Experience delivering presentations and professional client communication.

Responsibilities

• Be the primary onboarding contact for advisors and institutions in Wealth Planning onboarding.
• Lead onboarding consultations, presentations, and training on services and expectations.
• Deliver high-quality onboarding by building advisor relationships and gathering feedback.
• Advocate for advisor needs and identify ways to improve engagement and service delivery.
• Manage inquiries and escalations with internal teams for timely resolution.
• Connect advisors with Wealth Planning teams, tools, and resources for ongoing success.
• Monitor shared mailboxes and ensure requests are acknowledged and resolved per SLAs.
• Identify onboarding trends and opportunities for process improvements.
• Maintain accurate records of onboarding activities and feedback.
• Collaborate with cross-functional partners on advisor experience initiatives.
• Provide flexible support across Wealth Planning as business needs evolve.

Skills

Customer experience

Onboarding

Advisor support

Presentations

Education

Bachelor's degree

Job description

LPL Financial Holdings Inc. is seeking a Client Experience Onboarding Consultant to act as the primary onboarding contact for financial advisors and institutions enrolling in Wealth Planning's subscription service.

You will lead onboarding consultations, deliver training, and ensure a seamless integration while building strong relationships from day one. Responsibilities include managing inquiries, coordinating with internal teams, and identifying opportunities to enhance engagement and service