More jobs:
Onboarding Consultant
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-07-11
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-11
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Advisor-facing transition consulting for all channels including Empowered Independence
- Repapering & asset movement execution across all channels/Tiers
- Cross-functional partnership and optimization
- Data gathering, forms preparation & submission; monitoring account transfers (in person and virtually)
- NIGO (Not in Good Order) paperwork monitoring & resolution impacting asset movement
- Troubleshoot and escalated any transition related issues
- Look for ways to improve & expedite the asset movement process
- Bachelor’s Degree Preferred
- SIE/S7 or S99 required within 12 months
- Previous Financial/Transition experience 1‑3 Years
- Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
- Previous work experience in financial services
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×