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Financial Consultant

Advisor Transition Specialist — Hybrid​/Remote

Remote / Online - Candidates ideally in
New York, USA
Listing for: Raymond James
Full Time, Remote/Work from Home position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Transition Consultant to support financial advisors during their onboarding process. This role involves project management, ensuring a smooth transition to minimize disruption and enhance productivity. With a focus on developing relationships and effective communication, candidates should have a high school diploma and relevant certifications, including SIE and Series
7. Strong analytical skills and client-centric solutions are essential. The position offers a hybrid work structure with limited travel expectations.
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