Advisor Transitions Specialist

LPL Financial LLC; Phoenix (AZ); On-site; USD 87,968,000 - 146,566,000; Full time

Job summary

LPL Financial LLC is seeking a Transition Support Partner to lead advisor transitions across business lines. You will train advisors on LPL technology, coordinate with internal teams and ensure a smooth license transfer. This role emphasizes strong communication, problem solving and client-focused service.

The position involves collaborating with multiple departments, providing hands-on repapering support, and guiding staff through complex processes during transitions.

Qualifications

• 2+ years of experience in financial services or client-facing roles.
• Strong listening and interpersonal skills.
• Ability to train and educate advisors on technology and processes.
• Preferred Series 7 and 63/65/66 licenses.

Responsibilities

• Lead advisor transitions across business lines and channels.
• Provide training on LPL technology and processes.
• Support repapering and data entry for new accounts.
• Collaborate with departments and escalate as needed.

Skills

Client-facing

Communication

Presentation skills

Problem solving

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Salesforce

Job description

LPL Financial LLC is seeking a Transition Support Partner to lead advisor transitions across business lines. You will train advisors on LPL technology, coordinate with internal teams and ensure a smooth license transfer. This role emphasizes strong communication, problem solving and client-focused service.

The position involves collaborating with multiple departments, providing hands-on repapering support, and guiding staff through complex processes during transitions.