LPL Financial LLC in New York seeks a Transition Support Partner to lead advisor transitions across business lines, acting as SME for core technology and processes. You will tailor training to each advisor and ensure a seamless transfer from prior broker‑dealer to LPL.
The role requires 2+ years in financial services, travel up to 50–60%, and strong communication, problem‑solving, and coordination skills. You will support repapering and ongoing transition activities.
#J-18808-LjbffrAdvisor Transition & Training Partner in town of charlotte at Unknown Company
This position is listed as full time and onsite.