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Brokerage Transitions Specialist - Hybrid Office
Job in
La Vista, Sarpy County, Nebraska, 68128, USA
Listed on 2026-01-07
Listing for:
Advisor Group
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Transitions Processing Specialist to join their team. The role involves processing client account paperwork and supporting independent financial advisors. Candidates should have experience in financial services and proficiency in Microsoft applications. This full-time position offers a salary range of $45,000 to $55,000 per year along with a performance-based bonus and a comprehensive benefits package including health insurance and 401k.
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