Advisor-Facing Onboarding & Asset-Transfer Specialist
Jobtailor
Jobtailor seeks a detail-oriented Transition Specialist to support advisor-facing projects across multiple channels in Arizona. The role focuses on data gathering, forms preparation, and overseeing asset transfers while ensuring timely NIGO resolution. Expect cross-functional collaboration to optimize processes and escalate issues when needed. Licenses such as SIE, S7, or S99, and Series 6/7/65/66/24/26 are preferred, with 1–3 years in financial/transition roles. #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Advisor-Facing Onboarding & Asset-Transfer Specialist in Phoenix, AZ vacancy
$20 per hour
...Marathon Staffing is looking for an experienced Administration Specialist for the Town of Paradise Valley! Part Time position 20 hours... ...service requests, and maintenance schedules. · Lucity and GIS assets oversight · Process permits, applications, and contractor documents...AssetHourly payPart timeFor contractorsWork at officeLocal areaMarathon Staffing
Paradise Valley, AZ5 days ago- ...opportunities like the Program Specialist, open up. Why Join?... ...sourcing management, onboarding, worker assignment... ...I, acts as a talent advisor to support our clients... ...constant interaction via face to face, email and... ...collection of company assets from vendors (laptop,...AssetPermanent employmentContract work
- The Program Specialist II is responsible for building and... ...sourcing management, onboarding, worker assignment... ...Specialist II acts as a talent advisor to support our clients... ...and customer facing items (QBRs, Operational... ...collection of company assets from vendors (laptop,...AssetContract workTemporary work
- ...Paid Social Media Specialist Position: Paid Social Media Specialist Location: Phoenix, Arizona (On-site 16th Street & Northern)... ...Experience setting up promoted social posts and coordinating assets between creative, client services, and client partners. Skilled...AssetFull timeWork at officeWork from home
Defero
Phoenix, AZ1 day ago - ...Company Description CCV Church is seeking an experienced Social Specialist to lead our CCV Music Ministry’s digital presence. This role... ...CCV Music budgets. Partners with Marketing Specialists on assets, messaging and timelines for Nights of Worship, collateral...AssetFor contractorsNight shiftWeekend work
Christ's Church of the Valley
Peoria, AZmore than 2 months ago - ...Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and...AssetFull timeWork experience placementH1bLocal areaWorldwideFlexible hours
- ...together to identify and create value in real assets, benefiting the communities in which we... ..., fund operations, fund administration, transfer agency, or a similar financial services... .... ~ Experience supporting investor onboarding, capital activity, reporting,...Asset16 hoursWork at officeLocal area
CIM Group, LP
Phoenix, AZ11 days ago - ..., Approximately 70% Support advisors and relationship managers in... ...up items. Assist with client onboarding, account paperwork, advisory... ...workflows, portfolio analytics, asset allocation reviews,... ...portfolio analytics, client-facing investment slides, quarterly...AssetTemporary workInternshipPrivate practiceLocal areaFlexible hours
- ...uniform and personal appearance are clean and professional, maintain confidentiality of proprietary information, and protect company assets. Welcome and acknowledge all guests according to company standards, anticipate and address guests' service needs, assist...AssetFull timeWork at officeRemote work
$20 - $25 per hour
...identifying OneAZ products and solutions. Onboard new members by opening accounts,... ...in a customer service, sales, or client‑facing role. One year of cash handling preferred... ..., USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should...AssetPermanent employmentWork at office- ...about joining the HOM team as a Housing Specialist . The Housing Specialists manage a caseload... ...interim and annual certifications, unit transfers, and program termination. The Housing... ...Conduct intake appointment, verifying income, assets, and expenses to verify program...AssetInterim roleWork at officeLocal area
HOM, Inc.
Phoenix, AZ2 days ago - ...Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area... ...Management Practices, their peers, and broader Wealth and Asset Management.6. Engages in thought leadership publications, educational...AssetWork experience placementLocal areaFlexible hours
- ...date, and actionable Key Responsibilities: Onboarding of new clients assigned to review their... .... About Anderson Anderson Business Advisors has been awarded the Top Places to Work... ...Business Advisors is the nation's premier asset protection and tax planning firm. With a...AssetTemporary workWork at officeRemote work
- ...We are looking for an experienced Wealth Advisor who is a relationship builder at heart,... ...client relationships, leading a first-class onboarding experience for new client relationships... ...client) Knowledgeable in personal tax, asset management, financial planning,...AssetImmediate start
The Mom Project
Phoenix, AZ5 days ago - Responsibilities Advisor-facing transition consulting for all channels including Empowered Independence Repapering & asset movement execution across all channels/Tiers Cross-functional... ...& submission; monitoring account transfers (in person and virtually) NIGO (Not in...AssetWork experience placement
- Job Title:Portfolio Manager ILocation:CityScapeWhat you'll do:The Digital Assets Group Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the onboard of Blockchain and Digital Asset Business Deposit Accounts in compliance...AssetFull time
$8 - $9 per hour
...offices in Burlington and Green Bay, WI. Our culture is our greatest asset: collaborative, supportive, and filled with team members who... ...1+ years of experience in customer service or other client-facing roles Prior intake experience strongly preferred Strong written...AssetHourly payFull timeWork at officeRemote workMonday to Friday$101.23k - $172.36k
...deepen the network of Independent Financial Advisors, CPAs and attorneys referring clients to... ...role is based on the acquisition of new assets under management. What will you do?... ...Facilitate the new accounts and account transfer process. Handle Independent Financial Advisor...AssetRemote workCity National Bank
Phoenix, AZ5 days ago$200k - $225k
...Description The best advisors are more than portfolio managers — they... ..., investment management, and asset allocation — with a team, an... ..., tax, trust, and legal specialists all designed to support you and... ...process from first meeting through onboarding. Manage Client Relationships:...AssetWork at officeLido Advisors, LLC
Phoenix, AZ15 hours ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...focuses on: Planning Experience · Asset & Income Protection · Education Funding ·... ...in relationship-building or client-facing roles Excellent time-management skills...AssetFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Phoenix, AZ4 days ago- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with$49.1 billion as of June... ...: Work with advisors on clients with assets under management of $2 million or more.Consult... ...professional development, including onboarding, bi-weeklydepartment training, monthly...AssetTemporary workWork at officeLocal areaFlexible hours
EP Wealth Advisors
Phoenix, AZ1 day ago - ...Enablement organization to include an Enablement Specialist. This role is the production engine... ...— you'll build the content, manage the assets, and help ensure our AEs and SDRs have... .... What You'll Do Build and maintain onboarding decks, training modules, and LMS content...AssetFor subcontractorRemote work
$160k - $210k
...business owners, and trusted advisors while delivering customized banking... ...by a collaborative team of specialists. You'll have the autonomy to... ...advancement. This client-facing role is designed for a high-performing... ...in new loans, deposits, or assets under management...AssetBoutique Recruiting
Phoenix, AZ2 days ago- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa... ...investment analysts responsible for portfolio and asset allocation to achieve the client's... ...opportunities for training, compensation, transfer, promotion and other aspects of...AssetWork experience placementWork at officeLocal area
BOK Financial
Phoenix, AZ4 days ago $100k - $120k
...and innovation. At Arixa, our culture is one of our strongest assets. We foster a positive, collaborative, and high-performing environment... .... Support servicing by assisting with loan files for transfer post-closing and communicating borrower obligations. Support...AssetFull timeWork at officeArixa Capital
Phoenix, AZ2 days ago$50k
...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...relationships to create new clients via face-to-face and virtual sourcing strategies (... ...page ( . Earn salary, commissions, new asset compensation No ceiling to your...AssetWork at officeWork from homeHome officeFlexible hoursEdward Jones
Phoenix, AZ3 days ago- # Contractors’ Warehouse — Asset Protection Specialist0447**Location -** Laveen, AZ**Job... ...*Position Purpose:**The Asset Protection Specialist is primarily responsible for preventing financial... ...** You’re there, first of all, as the face of The Home Depot, because I help them...AssetHourly payPart timeFor contractorsImmediate startWork from homeShift work
- ...Arizona. Summary The Renewable Maintenance Specialist / Senior Specialist assumes direct... ...a variety of APS owned Solar and BESS assets located throughout the state of Arizona... ..., compensating, reassigning, demoting, transferring, laying off, recalling, terminating employment...AssetPermanent employmentFor contractorsLocal area
$60k - $65k
...Advisor Services Service Specialist AssetMark is a leading strategic provider of innovative investment and... ...often represents $1B or more of Assets Under Management. Other successive roles... ...support, or financial advisor facing support experience; preferably on the...AssetWork experience placementWork at officeFlexible hours- ...of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our... ...in claim resolution and settlement strategies. Assess risk transfer opportunities to third-parties and draft all tender documents when...Asset16 hoursContract workWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Advisor-Facing Onboarding & Asset-Transfer Specialist. Be the first to apply!
