Advisor Transition Specialist for Seamless Onboarding

Company Overview AtVicus Capital, we’re not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we’re on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture that’s as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right way—and we’re looking for a motivated professional ready to take ownership of their career. Job Overview Vicus Capital is seeking a Advisor Transition Coordinator to join our State College team. The ideal candidate enjoys the technical and logistical challenges of advisor licensing, registration, and software due diligence. You will act as a guardian of our standards, ensuring that our tech stack safeguards client data and that every new advisor’s transition is flawlessly executed. We require exceptional attention to detail, a tech‑proactive mindset, and the ability to maintain a high level of professionalism in a fast‑paced setting. Duties and Responsibilities Oversee and execute the registration and licensing of internal and external financial advisors, ensuring all paperwork and staff transfers are handled timely and professionally. Apply regulatory guidelines to the rigorous review of client accounts and the assessment of new technology software. Use resourcefulness and efficiency to manage multiple tasks and track issues through to completion. Collaborate with senior management to facilitate a "seamless" transition and onboarding experience for new staff. Qualifications Bachelor's degree. Preferred 1–3 years of financial services experience. Must be prepared to obtain the Series 65 Registration within 60 days of employment. Proven ability to manage complex checklists and meet strict deadlines without sacrificing detail. High comfort level with technology, including CRM systems and the full MS Office suite (Word, Excel, PowerPoint, Outlook). Experience conducting deep-dive reviews of third‑party vendors (CRM, Portfolio Management tools) to help ensure compliance with SEC Cybersecurity standards. Ability to analyze account applications to ensure proposed strategies align with client risk tolerance and stated goals. Benefits Full-time in‑office salaried position; 8:00am – 5:00pm Competitive compensation based on experience 15 days PTO and 5 Sick Days start accruing on Day 1 Health, Dental, and Vision Insurance Group life and short‑term disability insurance 401(k) plan with a safe harbor employer contribution A supportive, people‑first culture where your work is valued and your growth is encouraged #J-18808-Ljbffr Vicus Capital, Inc.