Transitions Onboarding Consultant

🔥 12 hours ago

🌵 Arizona, Florida, +2 more states – Remote

🌵 Arizona – Remote 🐊 Florida – Remote 🌾 Nebraska – Remote ❄️ Minnesota – Remote

💵 $65k - $75k / year

⏰ Full Time

🟢 Junior

💼 Consultant

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

📋 Description

• Provide advisor-facing transition consulting for all channels, including Empowered Independence • Execute repapering and asset movement across all channels/tiers • Partner cross-functionally to optimize processes • Gather data and prepare/submit forms; monitor account transfers in person and virtually • Monitor and resolve NIGO (Not in Good Order) paperwork issues impacting asset movement • Troubleshoot and escalate transition-related issues • Identify ways to improve and expedite the asset movement process • Support onboarding virtually and in person • Partner with Business Development, Operations, and Channel Leadership

🎯 Requirements

• Qualified candidates near all company locations and remote within the United States are encouraged to apply • Ability to travel up to 40% throughout the US • Thorough understanding of the account opening and transfer process and their dependencies • Some transition experience • High level of technical knowledge • Detail-oriented • Exceptional communication skills • Ability to organize, prioritize, and handle multiple projects simultaneously • SIE/S7 or S99 required within 12 months • 1–3 years of previous financial/transition experience • Bachelor's Degree preferred • H.S. Diploma or GED certificate plus significant practical experience will be considered • Industry licenses such as SIE, Series 6, 7, 65, 66, or 24/26 licenses preferred • Previous work experience in financial services preferred

🏖️ Benefits

• 10% annual bonus • Remote work within the United States • Travel up to 40% of the time