Advisor Transition Strategist

LPL Financial; Austin (TX); On-site; USD 87,968,025 - 146,565,619; Full time

Job summary

LPL Financial in Austin, TX seeks a Transition Support Partner to lead advisor transitions across business lines. You will act as the subject matter expert on LPL technology, processes, and best practices, providing training tailored to each advisor’s needs and ensuring a seamless move from their prior broker‑dealer to LPL.

Key responsibilities include consulting with prospective advisors, enabling training on technology for accounts opening, asset transfers, repapering, and ongoing support as

Qualifications

• 2+ years of experience in financial services or client-facing role.
• Willingness to travel up to 50-60% of the time.
• Experience with Microsoft Word, Excel, PowerPoint and Outlook; Salesforce familiarity is a plus.
• Ability to communicate clearly with advisors and internal stakeholders.

Responsibilities

• Consult with prospective advisors to understand the transition needs and coordinate across departments.
• Lead training on LPL technology to prepare advisors and staff for license transfer and ongoing operations.
• Provide repapering support and track account openings, funding, and setup details.
• Serve as the go-to person for the advisor during the transition and escalate when needed.
• Discuss technology needs and train on premium products and third‑party tools.
• Support department projects and initiatives as required.

Skills

Client-facing experience

Financial services

Communication skills

Interpersonal skills

Presentation skills

Problem-solving

Self-management

Travel readiness

Education

Bachelor's degree in Finance/Business/Economics

Securities licenses (Series 7/63/65/66)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Salesforce

Job description

LPL Financial in Austin, TX seeks a Transition Support Partner to lead advisor transitions across business lines. You will act as the subject matter expert on LPL technology, processes, and best practices, providing training tailored to each advisor’s needs and ensuring a seamless move from their prior broker‑dealer to LPL.

Key responsibilities include consulting with prospective advisors, enabling training on technology for accounts opening, asset transfers, repapering, and ongoing support as