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Wealth Management Transition Specialist
Job in
McKnight and Bay, Hampden County, Massachusetts, USA
Listed on 2026-01-15
Listing for:
MassMutual
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A leading financial services firm in Massachusetts is looking for a Wealth Management Transition Support Specialist to provide onboarding support for experienced advisors. Responsibilities include handling new account processes, tracking ACAT transfers, and building relationships with financial advisors. Candidates should have at least 2 years of experience in the financial services industry and a solid understanding of broker-dealer operations. This role requires strong organizational and customer service skills in a fast-paced environment.
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