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Remote Transitions Consultant: Onboarding & Asset Movement

Remote / Online - Candidates ideally in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for: Osaic
Remote/Work from Home position
Listed on 2026-02-06
Job specializations:
  • Business
    Regulatory Compliance Specialist, Business Consultant
Job Description & How to Apply Below
A financial services firm is seeking a Transition Consultant to manage the onboarding of new Financial Professionals. This fully remote role involves building relationships, ensuring seamless transitions, and providing guidance on asset movement. Candidates should possess strong communication skills, attention to detail, and a results-oriented mindset. This position requires some experience in transitions and the ability to handle multiple projects in a fast-paced environment.

Competitive salary and comprehensive benefits are offered.
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