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Advisor Onboarding & Transition Specialist

Job in City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listing for: Phyton Talent Advisors
Full Time position
Listed on 2026-03-06
Job specializations:
  • Business
    Regulatory Compliance Specialist
  • HR/Recruitment
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: City of White Plains

A prominent consulting firm is seeking a Financial Advisor Onboarding Consultant in White Plains, New York. This role involves supporting field recruiting by assessing candidate compatibility and developing transition plans for incoming advisors. Ideal candidates should have 4–7 years of experience in financial services, strong Excel and communication skills, and background in onboarding or project coordination. The position offers a dynamic environment that is detail-oriented and requires excellent organizational skills.
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