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Advisor Transition Specialist
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-09-09
Listing for:
LPL Financial
Full Time
position Listed on 2026-09-09
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions to lead advisor transitions and provide targeted training on LPL technology and processes. You will serve as the subject‑matter expert across multiple business lines, coordinating with various departments to ensure a seamless move to LPL.
The role emphasizes repapering support, data entry for account setup, and ongoing advisor support, with travel up to 50-60% as needed.
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