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Transition Consultant; Remote/Hybrid
Remote / Online - Candidates ideally in
Memphis, Shelby County, Tennessee, 37544, USA
Listed on 2026-01-29
Memphis, Shelby County, Tennessee, 37544, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm seeks a Transition Consultant to facilitate financial advisors' onboarding into the firm. Responsibilities include managing transitions, advising on policies, and ensuring efficient onboarding. Candidates must possess project management skills, a comprehensive understanding of financial services operations, and hold or be able to obtain a Series 7 license within 120 days. The position is hybrid, requiring travel within the U.S. and a potential remote arrangement for highly qualified candidates.
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