Advisor Transition Strategist
LPL Financial
LPL Financial in Austin, TX seeks a Transition Support Partner to lead advisor transitions across business lines. You will act as the subject matter expert on LPL technology, processes, and best practices, providing training tailored to each advisor’s needs and ensuring a seamless move from their prior broker‑dealer to LPL. Key responsibilities include consulting with prospective advisors, enabling training on technology for accounts opening, asset transfers, repapering, and ongoing support as #J-18808-Ljbffr LPL Financial
Vacancy posted 1 day ago
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