Advisor Transition Specialist

LPL Financial LLC; Fort Mill (SC); On-site; USD 43,000 - 70,000; Full time

Benefits offered by this job

401K matching

Health benefits

Paid time off

Volunteer time off

Employee stock options

Job summary

LPL Financial is seeking a Transition Support Partner in Business Transitions to lead advisor transitions across all business lines. You will work with various departments as needed, train on LPL technology, and ensure a seamless transfer of books of business and client accounts.

The role requires travel up to 50-60% and involves repapering support, issue resolution, and ongoing advisory support to help advisors transition smoothly to LPL's platforms.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• Internship or prior experience in financial services, business or a customer service/client-facing environment.
• Strong written and verbal communication skills for collaboration with advisors and teams.
• Familiarity with Microsoft Office; Salesforce or CRM tools a plus.

Responsibilities

• Consult with prospective advisors to understand their business structure and plan a transition strategy to LPL.
• Lead training on LPL technology to prepare advisors and staff for license transfer and ongoing use.
• Provide repapering support for moving books of business and track opening/funding of accounts and setup details.
• Serve as the go-to person for advisors throughout the transition and escalate issues as needed.
• Discuss technology needs and provide training on LPL premium products and third-party tools.
• Support department projects and initiatives as required.

Skills

Active listening

Written communication

Interpersonal skills

Adaptability

Education

Bachelor's degree in Finance/Business/Economics

Tools

Microsoft Office

CRM tools (Salesforce)

Job description

LPL Financial is seeking a Transition Support Partner in Business Transitions to lead advisor transitions across all business lines. You will work with various departments as needed, train on LPL technology, and ensure a seamless transfer of books of business and client accounts.

The role requires travel up to 50-60% and involves repapering support, issue resolution, and ongoing advisory support to help advisors transition smoothly to LPL's platforms.