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Transitions Onboarding Consultant
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Advisor-facing transition consulting for all channels including Empowered Independence
- Repapering & asset movement execution across all channels/Tiers
- Cross-functional partnership and optimization
- Data gathering, forms preparation & submission; monitoring account transfers (in person and virtually)
- NIGO (Not in Good Order) paperwork monitoring & resolution impacting asset movement
- Troubleshoot and escalate any transition related issues
- Look for ways to improve & expedite the asset movement process
- SIE/S7 or S99 required within 12 months
- Previous Financial/Transition experience 1-3 Years
- Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered
- Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
- Previous work experience in financial services
- data gathering
- forms preparation
- account transfers
- asset movement execution
- NIGO paperwork resolution
- troubleshooting
- issue escalation
- cross-functional partnership
- optimization
- communication
- problem-solving
- SIE
- S7
- S99
- series 6
- series 7
- series 65
- series 66
- series 24
- series 26
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