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Investment Transition Partner at LPL Financial - ApplyBlast

Investment Transition Partner

LPL Financial

4 months ago

3.5 on Glassdoor

North Carolina

Onsite

Full Time

Senior

0 applicants

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About this role

The Investment Transition Partner drives advisory platform adoption and asset gathering by consulting with financial advisors transitioning to LPL Financial. The role involves conducting gap analyses on investment portfolios, mapping assets to internal platforms, and educating advisors on product features and sales strategies. Candidates must serve as trusted advisors while leveraging technical knowledge to support complex financial transition needs.

Responsibilities

Conduct consultative discovery sessions with prospect financial advisors to analyze books of business
Perform gap analyses on investment products and map existing assets to LPL platforms
Educate advisors on platform features, sales concepts, and product benefits to drive adoption
Provide case consultations including risk class assessments and suitable product recommendations
Diagnose advisor and client needs to create tailored solutions for competitive investment strategies

Skills

Qualifications

Series 7 LicenseSeries 65/63/66 LicenseBachelor's Degree in Business/Finance

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.