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Client Transfer Specialist — Onboarding Advisor
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-12
Listing for:
Vanguard Group, Inc.
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Dallas is seeking a Client Transfer Specialist to build meaningful relationships with clients and simplify financial processes. The ideal candidate will have active FINRA Series 7 and 63 licenses, along with strong communication skills. This role includes serving as a primary contact during onboarding and providing expert support during clients’ financial journeys. Competitive salary range of $65,000 – $80,000, hybrid working model available.
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