This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition
Job Summary
This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition.
Assist the new reps and advisors with creating the appropriate form packets to move the book of business to Integrity Wealth.
Create, implement, and maintain an onboarding process that provides the new representatives/advisors with the white glove service.
Matching Summary
This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition.
Skills & Requirements
Must-have
Point of contact for new representatives
Training on systems and processes
Customer service for new advisors
Tracking system for recruits
Onboarding process implementation
Nice-to-have
White glove service approach
Continuous improvement initiatives
Key Requirements
Associate's degree or equivalent experience
1-3 years related experience
Prior Securities industry experience
1 year working with broker-dealer, RIA, or insurance