Advisor Transition Specialist

LPL Financial; Oregon (WI); On-site; USD 43,000 - 70,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions to lead advisor transitions and provide targeted training on LPL technology and processes. You will serve as the subject‑matter expert across multiple business lines, coordinating with various departments to ensure a seamless move to LPL.

The role emphasizes repapering support, data entry for account setup, and ongoing advisor support, with travel up to 50-60% as needed.

Qualifications

• 2+ years experience in financial services or client-facing role.
• Willingness to travel up to 50-60% of the time.

Responsibilities

• Lead advisor transition across business lines and channels.
• Provide training on LPL technology and processes for advisors and staff.
• Perform repapering support and data entry for new accounts.
• Act as go-to person for advisors during transitions and escalate when needed.
• Discuss tech needs and provide training on premium products and third‑party tools.
• Support department projects and initiatives as required.

Skills

Active listening

Communication

Interpersonal skills

Critical thinking

Self-management

Webinar hosting

Team collaboration

Problem solving

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Salesforce

Education

Bachelor's degree in Finance/Business/Economics or related field

Series 7 and 63/65/66 preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Salesforce

Job description

LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions to lead advisor transitions and provide targeted training on LPL technology and processes. You will serve as the subject‑matter expert across multiple business lines, coordinating with various departments to ensure a seamless move to LPL.

The role emphasizes repapering support, data entry for account setup, and ongoing advisor support, with travel up to 50-60% as needed.