Remote Finance Transitions Onboarding Consultant
La Vista, Sarpy County, Nebraska, 68128, USA
Listed on 2026-09-25
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Finance & Banking
Financial Advisor / Consultant, AI Evaluation, Financial Compliance, Financial Services
Osaic is seeking an Onboarding Consultant to support Financial Professionals moving their book to Osaic across all channels. This hybrid role blends advisor-facing consulting with hands-on execution, partnering with BD, Operations and Channel Leadership.
The role requires up to 40% travel across the US and is open to candidates near company locations or remote within the United States. The successful candidate will understand account opening and transfer processes, become a subject matter expert
We are looking to fill the Remote Finance Transitions Onboarding Consultant position at Osaic in NE, United States.
We are currently recruiting a Remote Finance Transitions Onboarding Consultant for our team in NE, United States.
This is an excellent opening to take on the Remote Finance Transitions Onboarding Consultant role at Osaic.
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