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Transition Success Partner: Advisor Onboarding & Training
Job in
Surprise, Maricopa County, Arizona, 85379, USA
Listed on 2026-09-04
Listing for:
LPL Financial
Apprenticeship/Internship
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 to lead advisor transitions from prior brokers to LPL. The role focuses on training, technology adoption, and cross-department collaboration to ensure seamless transitions for advisors and staff.
The TSP will travel up to 50-60% and engage multiple departments, providing subject-matter expertise, repapering support, and proactive problem-solving.
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