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Senior Conversion Consultant: Advisor Transitions

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Conversion Consultant in Tempe, Arizona, to manage advisor transitions and ensure a smooth acclimation process. This role requires at least 5 years of experience in financial services and strong communication skills. The ideal candidate will provide tailored service to multiple advisors, guiding them through their transition while fostering collaboration. With a focus on delivering an exceptional experience, candidates must also have a Bachelor's degree or equivalent experience.

The role offers a competitive salary and innovative working environment.
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Position Requirements
10+ Years work experience
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