Advisor Transition Specialist

LPL Financial; Fort Mill (SC); On-site; USD 42,705 - 71,635; Full time

Job summary

LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions to lead advisor transitions across all lines and channels. As the subject matter expert on LPL's technology and processes, you will tailor training to each advisor's needs and ensure a seamless move from the prior broker-dealer to LPL.

You will consult with prospective advisors, coordinate with departments, provide repapering support, and act as the go-to person during the transition, leveraging problem-solving

Qualifications

• At least 2 years of experience in financial services or a client-facing role.
• Ability to travel up to 50–60% of the time.

Responsibilities

• Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to transition the book of business.
• Leverage tools to facilitate training on all LPL technology to prepare the advisor and staff to operate post-license transfer.
• Provide repapering support for moving the book of business to LPL, including data entry and account setup.
• Serve as the go-to person during the transition, escalating to management when needed.
• Discuss technology needs and training on LPL premium products and third-party tools.
• Support the execution of department projects and initiatives.

Job description

LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions to lead advisor transitions across all lines and channels. As the subject matter expert on LPL's technology and processes, you will tailor training to each advisor's needs and ensure a seamless move from the prior broker-dealer to LPL.

You will consult with prospective advisors, coordinate with departments, provide repapering support, and act as the go-to person during the transition, leveraging problem-solving