Transition Support Partner

🔥 1 hour ago

🌵 Arizona, Idaho, +3 more states – Remote

🌵 Arizona – Remote 🥔 Idaho – Remote 🌲 Oregon – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $30 - $51 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🪙 Affiliate Manager

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• Lead transitions for all business lines and channels from prior broker-dealers to LPL • Consult with prospective advisors to understand business structures and devise transition strategies • Engage departments throughout the firm as subject matter experts • Deliver training and education on LPL technology, operational processes, and best practices • Train advisors and staff on opening accounts, transferring assets, maintaining accounts, and growing the business • Provide repapering support, including account data entry, tracking account opening and funding, setting up account details, and managing notifications • Serve as the primary point of contact for advisors throughout the transition • Navigate issues using critical thinking and problem-solving, escalating to management when needed • Discuss advisor technology needs and provide training on LPL proprietary premium products and third-party tools • Support department projects and initiatives as necessary

🎯 Requirements

• 2+ years of experience in financial services and/or a client-facing role required • Ability to travel up to 50–60% of the time • Strong listening skills focused on understanding advisor needs • Effective communication with colleagues, leadership, field recruiting professionals, and internal recruiters • Exceptional interpersonal skills and ability to build trust quickly in client-facing roles • Expertise in wirehouse, regional, independent, RIA, institutional, and retirement-plan business lines • Previous travel experience preferred • Adaptable quick learner able to work with limited training • Proficient webinar host with outstanding presentation skills • Proactive critical thinker with professional maturity and ability to self-manage • Experience with Microsoft Word, Excel, PowerPoint, and Outlook • Experience with Salesforce • 1+ year of training, business consulting, or practice management expertise in investment services preferred • Bachelor's degree in Finance, Business, Economics, or a related field preferred • Series 7 and 63, 65, or 66 preferred

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • LPL Total Rewards package • Collaborative environment • Freedom to make an impact • Professional development/training opportunities