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Transition Support Partner at LPL Financial - ApplyBlast

Transition Support Partner

LPL Financial

4 months ago

3.5 on Glassdoor

Charlotte, North Carolina

Hybrid

Full Time

Junior

0 applicants

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About this role

The Transition Support Partner leads business transitions for all LPL Financial lines, acting as a subject matter expert on core technology and operational processes. This role provides specialized training and education to ensure advisors experience a seamless move from their prior broker dealers, serving as their primary point of contact throughout the transition process.

Responsibilities

Lead comprehensive business transitions for all LPL financial lines and channels
Provide specialized training on core technology and operational processes to advisors
Execute repapering support and data entry for new advisor account setup
Consult with prospective advisors to devise effective transition strategies
Serve as the primary point of contact for advisors throughout the transition period

Skills

Qualifications

Bachelor's degree in Finance, Business, Economics, or related fieldSeries 7 licenseSeries 63 licenseSeries 65 licenseSeries 66 license

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.