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Transition Support Partner

November 1, 2025

Job Description:

Provide a combination of virtual and onsite training support to independent and institutional recruits and their staff in an effort to educate them on LPL’s technology and operational processes
Provide repapering support as needed to aid new advisors in moving their book of business to LPL Financial

Requirements:

2-3 years of experience in Financial Services in an advisor facing role
Well-versed in various lines of the business, wirehouse, regional, independent, RIA, institutions and retirement plans
Proficient with Microsoft Suite (Outlook, Word, Excel, PowerPoint, Access)
Proficiency with LPL Core Technology required
Must be able to travel up to 50% of the time

Benefits:

401K matching
health benefits
employee stock options
paid time off
volunteer time off

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