Advisor Transition & Training Lead

LPL Financial; Nevada (IA); On-site; USD 43,000 - 72,000; 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 hiring a Transition Support Partner to lead advisor transitions and deliver targeted training on LPL technology and processes. You will coordinate across departments, support repapering, and serve as the primary contact during transitions to ensure a smooth onboarding for advisors and firms.

You will collaborate with teams, manage time effectively, and communicate clearly to align with business goals.

Qualifications

• 2+ years of experience in financial services or client-facing role.
• 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.
• Leverage tools to train on LPL technology and operational processes for smooth license transfer.
• Provide repapering support including data entry and account setup activities.
• Act as the go-to person for advisors during the transition and escalate issues when needed.
• Discuss tech needs and provide training on LPL premium products and third-party tools.
• Support execution of department projects and initiatives.

Skills

Client-facing

Travel-ready

Communication

Interpersonal skills

Public speaking

Critical thinking

Team collaboration

Self-management

MS Office

Salesforce

Education

Bachelor's degree preferred

Series 7 / 63 / 65 / 66 preferred

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

LPL Financial is hiring a Transition Support Partner to lead advisor transitions and deliver targeted training on LPL technology and processes. You will coordinate across departments, support repapering, and serve as the primary contact during transitions to ensure a smooth onboarding for advisors and firms.

You will collaborate with teams, manage time effectively, and communicate clearly to align with business goals.