Transition Success Partner: Advisor Onboarding & Training

LPL Financial; Arizona; 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 from prior brokers to LPL. The role focuses on training, technology adoption, and cross-department collaboration to ensure seamless transitions for advisors and staff.

The TSP will travel up to 50-60% and engage multiple departments, providing subject-matter expertise, repapering support, and proactive problem-solving.

Qualifications

• 2+ years of experience in financial services or client-facing role.
• Willingness to travel up to 50-60% of the time.
• Strong listening and communication skills with clients and colleagues.
• Experience with Microsoft Office and Salesforce.

Responsibilities

• Consult with prospective advisors to understand business structure and plan transitions.
• Train advisors on LPL technology, including account openings and asset transfers.
• Aid repapering and data entry for new accounts and funding.
• Serve as go-to person during transitions and navigate issues with management as needed.
• Discuss technology needs and training on premium products and third-party tools.
• Support department projects and initiatives as required.

Skills

Client-facing

Training & education

Problem solving

Critical thinking

Team collaboration

Presentation skills

Adaptability

Education

Bachelor's degree preferred in Finance/Business/Economics

Series 7 and 63, 65 or 66 preferred

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions to lead advisor transitions from prior brokers to LPL. The role focuses on training, technology adoption, and cross-department collaboration to ensure seamless transitions for advisors and staff.

The TSP will travel up to 50-60% and engage multiple departments, providing subject-matter expertise, repapering support, and proactive problem-solving.