Financial Transitions Onboarding Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Analyst, Financial Compliance
Osaic is seeking a Transitions Onboarding Consultant to support new Financial Professionals moving their business to Osaic across all channels. The role blends advisor-facing consulting with hands-on operational execution, delivering a seamless onboarding and repapering experience.
The position requires up to 40% travel across the US, a Bachelor’s degree or equivalent, and SIE/S7 or S99 within 12 months, with 1–3 years in financial transition.
This role is for the Financial Transitions Onboarding Specialist role at Osaic.
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This posting is for the Financial Transitions Onboarding Specialist role at Osaic, based in Fort Lauderdale, FL, United States.
We are looking to fill the Financial Transitions Onboarding Specialist position at Osaic in Fort Lauderdale, FL, United States.
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