PWM Transition Specialist
Job in
Coos Bay, Coos County, Oregon, 97458, USA
Listed on 2026-01-24
Listing for:
Baird
Per diem
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Analyst
Job Description & How to Apply Below
Employer Industry: Financial Services
What to Expect- Transition veteran Financial Advisors and their support staff to the employer, ensuring a seamless process
- Build effective relationships with key partners to enhance collaboration and understanding of transition needs
- Provide accurate instructions to Transition Process Coordinators regarding account setup priorities
- Anticipate and troubleshoot potential issues during transitions, proactively addressing client needs
- Work directly with clients and Financial Advisors to resume normal business processes
- High School Diploma required;
Bachelor’s Degree preferred - Ability to travel 75% of the time, including occasional weekend travel
- Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses, or willingness to obtain within 18 months
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
- Strong verbal and written communication skills, with attention to detail and accuracy
- Experience in client service or financial services industry
- Strong analytical and critical problem-solving skills
- Ability to prioritize workflow and achieve specific goals in a timely manner
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