What are the responsibilities and job description for the Financial Advisor Transition Specialist position at Signature Consultants?
FINANCIAL ADVISOR TRANSITION SPECIALIST JOB DESCRIPTION:
- Offer transitioning support to experienced Financial Advisors who are joining the company.
- Often these Financial Advisors have large and complex books of business. This individual will work with these FAs to efficiently and accurately transfer their clients, business, and assets.
- Assist with 'repapering' accounts, transferring assets, and opening brokerage accounts under the company umbrella.
- Assist in pulling paperwork from multiple locations and accurately inputting that data into their systems.
FINACIAL ADVISOR TRANSITION SPECIALIST JOB REQUIREMENTS:
- Bachelor's degree in Finance, Economics, or Business focused degree.
- Ability and willingness to travel up to 50% of the time nation-wide.
- Excellent verbal, written, and interpersonal communication skills.
- Strong analytical skills with extremely high attention to detail and accuracy.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
