Advisor Transition Specialist

LPL Financial; Washington (Washington County); 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 across lines and channels. You will serve as the SME for LPL’s technology and processes, delivering training tailored to each advisor’s needs and ensuring a seamless move from prior broker-dealers.

You will collaborate with multiple departments, drive repapering and account setup, and act as the go-to resource during transitions.

Qualifications

• 2+ years of experience in financial services or a client-facing role is required.
• Must be able to travel up to 50-60% of the time.

Responsibilities

• Consult with prospective advisors to understand the business transitioning to LPL and devise a transition strategy.
• Provide training on LPL technology covering opening accounts, transferring assets, and account maintenance.
• Provide repapering support for moving advisor books, including data entry and setup of accounts.

Skills

Client-facing

Training & coaching

Communication

Travel readiness

Microsoft Office

Salesforce

Education

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

Tools

Salesforce

Microsoft Office

Job description

LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions to lead advisor transitions across lines and channels. You will serve as the SME for LPL’s technology and processes, delivering training tailored to each advisor’s needs and ensuring a seamless move from prior broker-dealers.

You will collaborate with multiple departments, drive repapering and account setup, and act as the go-to resource during transitions.