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Financial Advisor Financial Consultant Financial Sales

Financial Transition Specialist – Client Onboarding & Partnerships

Job in Coos Bay, Coos County, Oregon, 97458, USA
Listing for: Baird
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Oregon is seeking a professional to transition veteran Financial Advisors and their support staff. In this role, you will build effective relationships to enhance collaboration, provide account setup instructions, and address client needs proactively. The ideal candidate must possess a High School Diploma, be willing to travel extensively, and obtain necessary licenses within 18 months.

Strong communication and analytical skills are essential for success.
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