LPL Financial
Transition Support Partner
PayCompetitive
LocationFort Mill/South Carolina
Employment typeFull-Time
This job is now closed
Job Description
- Req#: R-029701
Employer Industry: Financial Services
Why Consider this Job Opportunity:
- Salary up to $37.38/hour
- Opportunity for career advancement and growth within the organization
- Competitive benefits package including 401K matching, health benefits, and paid time off
- Exposure to LPL's processes for potential internal career opportunities
- Supportive and collaborative work environment
- Opportunity to make a real impact in the financial services industry
What to Expect (Job Responsibilities):
- Provide in-depth training to advisors on LPL core technology
- Support advisors in moving their book of business to LPL Financial
- Act as the subject matter expert for advisors during their transition
- Forecast and address each advisor's unique needs promptly
- Collaborate with colleagues, leadership, and field professionals effectively
What is Required (Qualifications):
- 2+ years of experience in financial services or client-facing role
- Proficiency in MS Word, Excel, PowerPoint, Salesforce, and Outlook
- Ability to travel up to 50% of the time
- Strong listening and communication skills
- Proactive problem-solving abilities
How to Stand Out (Preferred Qualifications):
- 1+ years of training or business consulting experience in investment services
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7 and 63, 65, or 66 certifications
- Experience with various lines of business in the financial services industry
#FinancialServices #CareerOpportunity #CompetitivePay #ClientExperience #CareerGrowth
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
LPL Financial Holdings Inc was founded in 1968 and is considered the largest independent broker-dealer in the United States.