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Advisor Transition Specialist

san diego, ca • Posted 1 weeks ago
Onsite Full Time Management & Leadership

LPL Financial is hiring a Transition Support Partner in San Diego, CA to lead advisor transitions across business lines. You will train advisors on LPL technology, coordinate multiple departments, and ensure smooth license transfers.

The role requires strong client-facing skills and the ability to travel up to 60%. The ideal candidate communicates effectively, collaborates cross-functionally, and provides proactive problem solving to ensure advisors’ success during transitions.

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