Onboarding & Transition Specialist Financial Pros
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-09-09
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Cambridge Investment Research is seeking a Transition Support professional to assist new financial professionals converting their practices, provide training on Cambridge processes, and build strong ongoing relationships. You will review client business mixes to tailor transition plans and serve as the primary onboarding contact, coordinating across departments to access internal resources.
The role emphasizes delivering training, maintaining materials, and driving efficient transitions while
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