Advisor Onboarding Lead
Job in
Fort Mill, York County, South Carolina, 29715, USA
Listed on 2026-09-08
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-09-08
Job specializations:
-
Business
Customer Success Management, Client Relationship Management
Job Description & How to Apply Below
LPL Financial Holdings Inc. is seeking a Client Experience Onboarding Consultant to act as the primary onboarding contact for financial advisors and institutions enrolling in Wealth Planning's subscription service.
You will lead onboarding consultations, deliver training, and ensure a seamless integration while building strong relationships from day one. Responsibilities include managing inquiries, coordinating with internal teams, and identifying opportunities to enhance engagement and service
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