LPL Financial · 13 hours ago
Transition Support Partner
United States
Full-time
Remote
Entry, Mid Level
$30.70/hr - $51.16/hr
2+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue financial goals. The Transition Support Partner (TSP) will work directly with advisors transitioning to LPL Financial, providing training and education tailored to their unique needs to ensure a seamless transition process.
FinanceFinancial Services
Responsibilities
Facilitate in-depth training to independent and institutional advisors and their staff on all LPL core technology with the goal of providing specialized support in transitioning advisor’s practice over to LPL. The training focuses on three key elements: mirroring their book of business to LPL, understanding the transferring of assets process and maintaining accounts with the ultimate goal of growing the advisor’s business
Select delivery modalities that best serve audience segments and program objectives
Demonstrate effective communication, presentation and questioning skills applicable to various learning styles
Provide repapering support to aid new advisors in moving their book of business to LPL Financial. Develop a trusting partnership with the advisor and create a strategy for settling their entire book of business on LPL’s platform based on that advisor’s unique goals. This may include tactical execution support of account requirements
Be the subject matter expert and go-to person in the areas of LPL technology training and account processes for the advisor throughout their transition
Forecast each advisor’s unique needs through active listening and conduct due diligence to ensure needs are addressed quickly
Qualification
Required
2+ years of experience in financial services and/or client-facing role
Experience with hosting webinars or presenting to large audiences
Must be able to travel up to 15% of the time
Strong listening skills with a focus on understanding each advisor's unique needs
Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role
Ability to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruiters
Well-versed in various lines of the business, wirehouse, regional, independent, RIA, institutions and retirement plans preferred
Adaptable, quick learners who are ready to jump in with minimal training
Preferred
Bachelor's degree in finance, economics, business, communications, or marketing
1+ years of training, business consulting, or practice management expertise in the investment services space preferred
Series 7 and 63, 65 or 66 preferred
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase