Transitions Onboarding Consultant

Osaic

Scottsdale, AZ

Advisor Onboarding and Transitions Opportunity in Financial Services
Transitions Onboarding Consultant
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.
Role Type: Full-time. Travel up to 40%
Salary: $60,000 – $75,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:
Summary
The Onboarding Consultant will be part of the Transitions Team supporting new Financial Professionals moving their existing business to Osaic across all Channels. The Transitions Onboarding Consultant delivers a seamless, consistent onboarding and repapering
experience for Financial Professionals across all Osaic channels. This hybrid role blends advisor-facing consulting with hands-on operational execution, partnering closely with Business Development, Operations, and Channel Leadership.
The Onboarding Consultant needs to have a thorough understanding of the account opening and transfer process including their dependency on one another to move an entire book of business. This person must have some transition experience and become a subject matter expert on asset movement, demonstrate a high level of technical knowledge, be detailed oriented, and have exceptional communication skills. We are looking for self-starters who are quick learners, resourceful, and results oriented in a fast-paced and collaborative environment.
The ideal candidate must have the ability to organize, prioritize, and handle multiple projects simultaneously. Onboarding support will be offered virtually and in person (travel up to 40% of the time).
Education Requirements
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
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
Basic Requirements
SIE/S7 or S99 required within 12 months
Previous Financial/Transition experience 1-3 Years
Preferred Requirements
Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
Previous work experience in financial services
Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Posted 2026-01-22

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