As the Transition Support Partner (TSP) in Business Transitions, you will lead transitions for all business lines and channels. As the subject matter expert on LPL’s core technology, operational processes and best practices, you will provide training and education specific to the advisor’s unique needs. Your top priority will be to ensure the advisor/firm has a seamless transition from their prior broker dealer to LPL. Responsibilities: Consult with prospective advisors to understand the unique structure of the business transitioning to …
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Job Overview: As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving, and collaboration, offering a gateway to a rewarding career in financial services. This role begins with a comprehensive training program, including the first 30 days focused on Securities Industry Essential (SIE) exam preparation, and then transitions into a dynamic, client-facing position. Responsibilities: Upon graduation from training, you will be onboarded to a team where …