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Advisor Transition Strategist
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-09-04
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-09-04
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions. You will lead transitions for all business lines, acting as the subject matter expert on LPL’s core technology and processes, delivering training tailored to advisor needs and ensuring a seamless transfer from prior broker-dealer to LPL.
The role requires strong collaboration across departments, the ability to train staff, and proactive problem-solving to support advisors through repapering and system set-ups.
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