Strategic Transitions Manager | New Advisor Transitions - Travel Required

Willenborg Wealth Management

Not specified; not specified; not specified
Hybrid (50% travel required)
50% travel requirement
Live near major airport hub
Series 7 license required
Willenborg Wealth Management is seeking a Strategic Transitions Manager to facilitate the onboarding of Financial Advisors through strategic transitions, requiring up to 50% travel. The ideal candidate should possess significant industry experience, strong organizational skills, and a client-centric approach to ensure a seamless transition process

Job Summary

  • This role delivers a premium, white-glove onboarding experience for Financial Advisors managing substantial assets during strategic transitions.
  • The incumbent must possess deep industry expertise to independently manage complex initiatives involving Mass Account Transfers and seamless practice integration.
  • Candidates are expected to thrive in a dynamic environment with up to 50% travel, requiring residence near a major airport hub.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Strategic Transitions Manager to facilitate the onboarding of Financial Advisors through strategic transitions, requiring up to 50% travel. The ideal candidate should possess significant industry experience, strong organizational skills, and a client-centric approach to ensure a seamless transition process.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 50% travel requirement
  • live near major airport hub
  • Series 7 license required
  • Series 63 or 66 license
  • Series 9/10 or 24 license
  • SIE exam required
  • Advisor transition experience

Nice-to-have

  • concierge-level customer service
  • proactive communication skills
  • emotional intelligence
  • independent work style
  • cross-functional collaboration

Key Requirements

  • Series 7 License (required prior to start)
  • Series 63 or 66 License (or obtain within 120 days)
  • Series 9/10 or 24 License (or obtain within 120 days)
  • SIE Exam (required prior to start)
  • Bachelor's Degree preferred or equivalent experience
  • 3 to 6 years general experience
  • Prior Advisor Transitions or Financial Advisor experience

Work Rights

Not specified

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