About the role
25% Travel Expectation: On average about 12-14 weeks per year throughout the United States (including Alaska, Hawaii, Guam, and Puerto Rico). The Transition Consultant plays a critical role in supporting financial advisors as they transition into the firm. Acting as a primary point of contact, the consultant ensures a seamless onboarding experience by coordinating all aspects of the transition process. This role requires strong project management skills, a deep understanding of financial servic…