Operations Consultant: Advisor Transitions & Onboarding
Fwainvest
Fwainvest is looking for an Operations Consultant to support onboarding in the Advisor Transitions department. This hybrid role requires collaboration and operational execution, averaging 3 in-office days per week in St. Petersburg, Florida. The ideal candidate will have strong relationship-building skills and the ability to translate data into actionable insights. Responsibilities include managing client relationships, evaluating solutions, and executing communication plans. Applicants must obtain SIE and Series 99 registrations within 120 days. #J-18808-Ljbffr
Vacancy posted 3 days ago
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