Financial Advisor Transition Specialist; Remote/Hybrid
Position: Financial Advisor Transition Specialist (Remote/Hybrid)
A financial services firm seeks a Transition Consultant to support financial advisors in their onboarding process, coordinating all aspects of the transition while providing top-notch project management and client service. The ideal candidate will have 3-6 years of relevant experience and must possess Series 7 and SIE certifications.
This role offers a hybrid work environment with less than 25% travel expected within the assigned region, making it ideal for those seeking flexibility in their work arrangement.
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