Transitions Consultant

Osaic

Atlanta, GA, USA
$60,000 - $70,000 py; annual bonus; health, vision...
Fully remote
Financial professional transition management
Asset movement expertise
Technical knowledge
The Transition Consultant is responsible for managing all aspects of a new Financial Professional’s transition to Osaic, ensuring a seamless onboarding experience

Job Summary

  • The Transition Consultant is responsible for managing all aspects of a new Financial Professional’s transition to Osaic, ensuring a seamless onboarding experience.
  • Responsibilities include preparing and executing transition plans, managing regular touchpoints with transitioning Financial Professionals, and closely monitoring asset transfers.
  • Osaic offers competitive salaries, annual bonuses, health, vision, dental insurance, 401k, vacation and sick time, and volunteer days.

Matching Summary

The Transition Consultant is responsible for managing all aspects of a new Financial Professional’s transition to Osaic, ensuring a seamless onboarding experience.

Salary

$60,000 - $70,000 per year; annual bonus; health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more

Skills & Requirements

Must-have

  • Financial Professional transition management
  • Asset movement expertise
  • Technical knowledge
  • Detail oriented
  • Exceptional communication skills
  • Fast-paced and collaborative environment

Nice-to-have

  • Self-starters
  • Quick learners
  • Resourceful
  • Results oriented

Key Requirements

  • 1+ years Financial Services Industry experience
  • Knowledge of securities and retirement plan industry
  • Proficient in MS Office applications
  • Obtain SIE and Series 7 or 99 within 12 months

Work Rights

Not specified

Tailored Resume

Cover Letter