Transition Support Partner
LPL Financial(19 days ago)
About this role
The Transition Support Partner works directly with independent and institutional advisors who are moving their practices to LPL Financial, serving as the subject matter expert on LPL’s core technology and operational processes. The role focuses on providing tailored training and education to ensure advisors have a seamless transition and acclimate to LPL’s platform. It offers exposure to firm processes and a clear career path into Business Development roles.
Required Skills
- Client Training
- Presentation Skills
- Communication
- Account Repapering
- Onboarding
- Practice Management
- Relationship Building
- Webinar Hosting
Qualifications
- Bachelor’s Degree
- Series 7
- Series 63
- Series 65
- Series 66
About LPL Financial
lpl.comA 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.
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