Transition Specialist

Lion Street

Securities industry experience required
Prior broker-dealer or ria work
Strong attention to detail
The role involves establishing relationships with prospective representatives and serving as their primary point of contact throughout the entire onboarding process

Job Summary

  • The role involves establishing relationships with prospective representatives and serving as their primary point of contact throughout the entire onboarding process.
  • Candidates must coordinate with various departments to create training schedules and ensure a smooth, timely transition for new advisors.
  • Integrity offers a competitive compensation package and benefits in a family-like, hyper-growth environment focused on protecting life, health, and wealth.

Matching Summary

The role involves establishing relationships with prospective representatives and serving as their primary point of contact throughout the entire onboarding process.

Skills & Requirements

Must-have

  • Securities industry experience required
  • Prior broker-dealer or RIA work
  • Strong attention to detail
  • Microsoft Office proficiency
  • Customer service experience

Nice-to-have

  • Marketing experience beneficial
  • Fast-paced environment adaptability
  • Project leadership skills
  • White glove service mindset

Key Requirements

  • Associate's degree from two-year College
  • 1-3 years related experience
  • Series 7 license preferred
  • Series 24 license preferred
  • Series 65/66 license preferred

Work Rights

Not specified

Tailored Resume

Cover Letter