LPL Financial
Advisor Transition & Training Specialist (M&A)
LPL Financial, San Diego, California, United States, 92189
A leading financial services firm in San Diego is seeking a Transition Support Partner to facilitate training and support for advisors transitioning their practices to the firm. This role requires strong listening and interpersonal skills, as well as a background in financial services. Responsibilities include delivering effective training on core technology and assisting advisors with the transition process. The ideal candidate will have a bachelor's degree and at least two years of experience in client-facing roles. This position offers a competitive hourly rate in a dynamic environment.
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