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Transition Specialist: Advisor Onboarding & RIA Conversions

lplfinancial

LPL Financial is seeking a Transition Partner to lead advisors through RIA conversion paths, coordinating activities and structures including Corporate RIA, Hybrid RIA, and IFA transitions. The role focuses on relationship management, process adherence, and timely execution across internal departments. The ideal candidate has experience in financial services, customer service or consulting, and strong communication skills to guide clients through complex transitions and maintain high #J-18808-Ljbffr lplfinancial

Vacancy posted more than 2 months ago

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