Transition Specialist: Advisor Onboarding & RIA Conversions
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant
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
For the Transition Specialist:
Advisor Onboarding & RIA Conversions position at lplfinancial, we are reviewing applications now.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Fort Mill, SC, United States.
This opportunity is part of our work in Management & Operations.
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