Transitions Onboarding Consultant
Osaic is a company in the financial services sector seeking a Transitions Onboarding Consultant. This role involves supporting new Financial Professionals in the onboarding process, ensuring a seamless transition of their existing business to Osaic while collaborating with various teams. Responsibilities Advisor-facing transition consulting for all channels including Empowered Independence Repapering & asset movement execution across all channels/Tiers Cross-functional partnership and optimization Data gathering, forms preparation & submission; monitoring account transfers (in person and virtually) NIGO (Not in Good Order) paperwork monitoring & resolution impacting asset movement Troubleshoot and escalate any transition related issues Look for ways to improve & expedite the asset movement process Skills Minimum of high school diploma or equivalent is required SIE/S7 or S99 required within 12 months Previous Financial/Transition experience 1-3 Years Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses Previous work experience in financial services Benefits Health, vision, dental insurance 401k Paid time away Volunteer days Much more Company Overview Osaic provides the support, resources, and community designed for the future of wealth management. It was founded in 2016, and is headquartered in Phoenix, Arizona, USA, with a workforce of 1001-5000 employees. Its website is