Transition Support Partner

Transition Support Partner

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. The Transition Support Partner works directly with independent and institutional recruits that are transitioning their practice to LPL Financial. The Transition Support Partner's core responsibilities will be to provide training and education on LPL's core technology and operational processes and to consult on best practices to transfer the advisors business from their old broker dealer to LPL.

The TSP should display a full understanding of the unique advisor needs and possess an entrepreneurial spirit to provide support of LPL's core technology offerings, features and benefits. The TSP is the subject matter expert and must demonstrate a high level of LPL technical knowledge, professionalism, and excellent communication skills.

Responsibilities :

• Training and Education - Provide a combination of virtual and onsite training support to independent and institutional recruits and their staff in an effort to educate them on LPL's technology and operational processes in order to prepare them to transition their business to LPL and increase their ramp in the first 6 months of transition. Training may be conducted virtually and onsite in an advisors office. Training will focus primarily on LPLs core technology to include BranchNet / ClientWorks, Resource Center, E-Signature, and Account View.
• Repapering Support Provide repapering support as needed to aid new advisors in moving their book of business to LPL Financial. Repapering support may be provided both virtually and onsite in an advisors office.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements :

Core Competencies :

Preferences :

Pay Range : $29.80-$49.67 / hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq : LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.