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Transitions Onboarding Consultant: Remote

Remote / Online - Candidates ideally in
Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Osaic
Full Time, Remote/Work from Home position
Listed on 2026-09-30
Job specializations:
  • Business
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Transitions Onboarding Consultant: Remote with 40% Travel

Osaic is seeking a Transitions Onboarding Consultant to support new Financial Professionals moving their business to Osaic across all channels. The role blends advisory consulting with hands-on execution, focusing on asset movement and transfer processes.

Role requires up to 40% travel, is full-time, and involves virtual and in-person onboarding support. A strong understanding of account transfers and excellent communication skills are essential.

Are you ready to take on the Transitions Onboarding Consultant:
Remote with 40% Travel role at Osaic?

The position is based in GA, United States.

This opportunity is part of our work in Management & Operations, Consulting.

The advertised compensation is 65.000 - 75.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Transitions Onboarding Consultant:
Remote with 40% Travel role in the description above.

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