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LPL Financial logo
LPL Financial

We take care of our advisors, so they can take care of their clients.

Transition Support Partner

Affiliate ManagerAffiliate MarketingOtherRemoteMid LevelTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

Kansas + 3 moreAll locations: Kansas | Louisiana | Texas | Wyoming

Posted

98 days ago

Salary

$30 - $51 / hour

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Transition Support Partner

LPL Financial

• Lead transitions for all business lines and channels • Consult with prospective advisors to understand their unique structure and devise strategies for transition • Engage various departments as needed for training • Facilitate in-depth training on all LPL technology • Provide repapering support for new advisors • Navigate issues by leveraging critical thinking and problem-solving skills

Job Requirements

  • 2+ years of experience in financial services and/or client-facing role is required
  • Must be able to travel up to 50-60% of the time
  • Strong listening skills with a focus on understanding each advisor’s unique needs
  • Ability to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruiters
  • Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role
  • Proficient webinar host with outstanding presentation skills
  • Experience with Microsoft products (Word, Excel, PowerPoint and Outlook), Salesforce

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off

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