Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
Transition Onboarding Consultant
Job details
- Location
- Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
- Work type
- Hybrid
- Compensation
- $60,000 - $70,000/yr
- Posted
- Sep 18, 2026
- Apply on
- advisorgroup.wd1.myworkdayjobs.com
About this role
1+ years financial services experience, preferably in broker-dealer or wealth management; knowledge of securities and retirement plan industry; MS Office proficiency; strong communication and organizational skills; ability to handle multiple projects.
What you'll do at Osaic:
- managing transitions
- monitoring asset transfers
- building relationships
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