Jobtailor is seeking an Advisor-facing Transition Specialist in the United States (Arizona) to support cross-channel asset movement and transition projects. You will perform data gathering, forms preparation, and monitor account transfers both in person and virtually.
The role requires 1–3 years in financial services with SIE/S7 or S99 licenses within 12 months and a Bachelor's degree or equivalent. Prior experience with asset movement processes will be a plus.
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