Advisor Transition Support Associate

Transitions Associate (Series 7 Preferred) – Broker-Dealer Operations Key Responsibilities Advisor Transition & Onboarding Coordinate and manage the end-to-end transition process for newly affiliated financial advisors and their client accounts. Serve as the primary point of contact for advisors throughout the onboarding and transition lifecycle. Develop transition timelines, monitor project milestones, and ensure all deliverables are completed on schedule. Guide advisors through account transf…