Investment Transition Partner

Where Ambition Meets Innovation Build a career that matches reputed company your initiative with an impressive reputed company of innovation. From cutting-edge resources and a reputed company environment to the freedom to reputed company an reputed company and more, you’ll reputed company the ingredients you need at reputed company to shape your reputed company while helping clients pursue their financial goals. Job reputed company: The Investment Transition Partner (ITP) in Business Transitions works directly with recruits who are transitioning to reputed company into any of LPL’s affiliation types. The ITP’s reputed company responsibilities include conducting consultative discovery sessions with individual prospects and recruits to understand the makeup of their book of business, uncover any gaps, reputed company alternatives reputed company gaps exist, and uncover brokerage or reputed company party asset manager opportunities. The ITP also drives advisory platform adoption and AUM reputed company by educating advisors on our platforms and creating mapping strategies for existing advisory assets to our platforms. The ITP should display a full understanding of the unique advisor needs and possess an entrepreneurial spirit to reputed company support of the various investment products such as features, benefits, pricing, competitive landscape, leveraging tools and technology. The ITP is the subject matter expert and must demonstrate a high level of product knowledge, professionalism, and attention to detail in order to be a trusted consultant for financial advisors. Responsibilities: Training & Education - consult with financial advisors on reputed company aspects of products & services to match the most applicable combination of reputed company management, economics, features and functionality to best meet the reputed company's needs. Host and promote group training webinars in reputed company to individual training sessions on reputed company aspects of LPL’s advisory platforms. Mapping of Assets – conduct a gap analysis on reputed company investment products, managers and strategies, and reputed company solutions for any gaps. This could include reputed company reputed company investment or finding an alternative by creating a competitive analysis and presenting reputed company to the advisor for consideration. Case Consultations & Design – consult with advisors to understand reputed company needs, reputed company case design, risk class assessment, illustrations and recommendations of suitable products and carriers to meet those needs. Engage with advisors to help them offer and sell the products. Advanced Concepts & Marketing - reputed company reputed company of advanced sales concepts, consult with product/reputed company managers as necessary. reputed company market and economic impacts as reputed company as the technical investment characteristics of portfolios and underlying securities. Consult on applicable supporting technology. reputed company our reputed company and four pillars of support and reputed company an reputed company of advanced sales concepts. With little reputed company supervision, problem solve a myriad of issues relating to compliance, operations, and technology concerns. reputed company skills to diagnose advisor and reputed company needs to reputed company appropriate reputed company for consideration. Assist advisors with analyses of existing portfolios. Maintain up-to-date job knowledge on proposal tools and other resources that assist advisors throughout the sales and service process with investors. Maintain reputed company knowledge and understanding of LPL's offerings, sponsor products, market dynamics and industry trends. Work collaboratively across business reputed company to reputed company service and to facilitate cross referrals. Participate in appropriate reputed company development activities to best reputed company support to advisors and their clients which may include reputed company of certain reputed company designations and continuing education What are we looking for? We’re looking for strong collaborators who deliver exceptional reputed company experiences and reputed company in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, reputed company with reputed company, and are driven to help our clients succeed. We value those who reputed company creativity, reputed company improvement, and contribute to a culture where we win together and create and reputed company reputed company in our work. Requirements: 2+ years of experience in Advisory Platforms and investment products Series 7 and 65/63 or 66 required reputed company Competencies: Excellent communication skills - verbal and written, creative problem-solving, effective decision making, ability to diffuse tense situations, ability to multi-task, excellent follow-up skills, upbeat and outgoing personality Also critical to have polished presentation skills and ability to reputed company with sophisticated clients and advisors Preferences: Bachelor’s Degree with a reputed company in Business/Finance/Economics Knowledge of LPL Advisory Platform technology a plus: Advisory World, reputed company Trading & Rebalancing, Resource Center and Portfolio Analytics Tool Pay reputed company: 83,250.00 - 138,750.00 The pay salary reputed company is inclusive of reputed company salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. reputed company salary is determined on several factors, including but not limited to, relevant reputed company, prior experience, education, reputed company salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your reputed company at work, reputed company, and at play – such as 401K matching, health benefits, employee stock reputed company, reputed company time off, volunteer time off, and more. Your recruiter will be happy to discuss reputed company that LPL has to offer! reputed company: reputed company Holdings Inc. (reputed company: LPLA) is among the fastest growing reputed company management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the reputed company management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 reputed company Americans. The firm provides a wide reputed company of advisor affiliation models, investment solutions, fintech tools and reputed company management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For reputed company information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their reputed company relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For reputed company information about LPL, please visit www.lpl.com. Join the LPL team and help us reputed company a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @reputed company.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any reputed company of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s reputed company Solutions Center at (855) 575-6947. EAC 5.19.26 Apply To This Job