Advisor Onboarding Experience Lead

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

Job summary

LPL Financial is seeking a Client Experience Onboarding Consultant in Fort Mill, SC. You will serve as the primary onboarding contact for financial advisors and institutions enrolling in Wealth Planning's subscription service, ensuring a seamless integration from day one.

You'll lead onboarding consultations, deliver trainings, gather feedback, and collaborate with internal teams to improve advisor satisfaction and service delivery across the organization.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 3+ years of customer experience, client service, onboarding, or related role in the financial services industry.
• Experience delivering presentations and professional client communication.

Responsibilities

• Act as the primary onboarding contact for advisors and institutions enrolling in Wealth Planning subscription service.
• Lead onboarding consultations, presentations, and training sessions on services and resources.
• Build advisor relationships and gather feedback to support satisfaction goals.
• Escalate and resolve advisor inquiries with internal stakeholders to ensure timely resolution.
• Collaborate with cross-functional teams to support advisor experience initiatives.

Skills

Customer experience

Onboarding

Presentations

Communication

Relationship-building

Education

Bachelor's degree or equivalent combination of education and experience

Job description

LPL Financial is seeking a Client Experience Onboarding Consultant in Fort Mill, SC. You will serve as the primary onboarding contact for financial advisors and institutions enrolling in Wealth Planning's subscription service, ensuring a seamless integration from day one.

You'll lead onboarding consultations, deliver trainings, gather feedback, and collaborate with internal teams to improve advisor satisfaction and service delivery across the organization.