LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions to lead advisor transitions and provide targeted training on LPL technology and processes. You will serve as the subject‑matter expert across multiple business lines, coordinating with various departments to ensure a seamless move to LPL.
The role emphasizes repapering support, data entry for account setup, and ongoing advisor support, with travel up to 50-60% as needed.
#J-18808-LjbffrAdvisor Transition Specialist in oregon at Unknown Company
This position is listed as full time and onsite.