Transition Support Partner - Remote North Dakota
1 week ago

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.
Job description
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