Financial Transitions Onboarding Consultant (Remote/Travel)
Osaic
Phoenix, AZ
- Remote job
Osaic is seeking an Onboarding Consultant to join the Transitions Team, supporting new Financial Professionals moving their existing business to Osaic across all Channels. This hybrid role blends advisor-facing consulting with hands-on operational execution, partnering with Business Development, Operations, and Channel Leadership. The Onboarding Consultant must understand the account opening and transfer process, become a subject‑matter expert on asset movement, and demonstrate high technical #J-18808-Ljbffr Osaic
Vacancy posted 12 hours ago
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$65k - $75k
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