More jobs:
Advisor Transition & Onboarding Lead
Job in
Lubbock, Lubbock County, Texas, 79401, USA
Listed on 2026-07-09
Listing for:
Vaco
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Vaco is seeking a Financial Advisor Transition Consultant in Austin, TX, to facilitate transitions for financial advisors onto the firm's platform. This role involves extensive travel and direct consulting with advisor teams.
The ideal candidate should have over 4 years of experience in wealth management and possess project management skills. Additional benefits include potential bonuses and participation in health and retirement plans.
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