Transition Support Partner - Remote North Dakota

Only for registered members Remote North Dakota, United States

1 week ago

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Job summary

We empower professionals to shape their success while helping clients pursue their financial goals with confidence.

Responsibilities

  • Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to effectively transition the book of business.
  • Leverage appropriate tools to facilitate in-depth training on all LPL technology with the goal of preparing the prospective advisor (and staff) to effectively operate our technology upon license transfer to LPL.

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