Transitions Onboarding Specialist Heavy Finance
Listed on 2026-09-30
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Finance & Banking
Regulatory Compliance Specialist -
Business
Regulatory Compliance Specialist
Advisor Group Inc. in the United States seeks an Onboarding Consultant to support financial professionals moving their business to Osaic across channels. This hybrid role combines advisory consulting with hands-on execution, traveling up to 40% and collaborating with Biz Dev, Operations and Channel Leadership.
Responsibilities include end-to-end onboarding, data gathering, and ensuring timely asset transfers while handling NIGO.
We would love to welcome a new Transitions Onboarding Specialist – Travel-Heavy Finance to our organisation in GA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in GA, United States.
This opportunity is part of our work in Management & Operations, Consulting.
The advertised compensation is 65.000 - 75.000.
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