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Advisor Transition & Training Lead

Job in Columbus, Lowndes County, Mississippi, 39701, USA
Listing for: LPL Financial
Apprenticeship/Internship position
Listed on 2026-03-09
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A prominent financial firm in the U.S. is seeking a Transition Support Partner to facilitate transitions for advisors. Responsibilities include consulting, providing training on technology, and supporting data entry for new accounts. The ideal candidate will have 2+ years in financial services, exceptional communication skills, and the ability to travel extensively. A Bachelor's degree in Finance or related is preferred, alongside proficiency in Microsoft products and Salesforce.

Join a collaborative environment focused on helping clients succeed.
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