Remote Finance Transitions Onboarding Consultant
Lincoln, Lancaster County, Nebraska, 68511, USA
Listed on 2026-10-02
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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
This role, Remote Finance Transitions Onboarding Consultant at Osaic, could be your next opportunity.
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This posting is for the Remote Finance Transitions Onboarding Consultant role at Osaic, based in NE, United States.
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