Financial Career Transition Specialist

4 days ago


Carpinteria, California, United States Crossroads, Inc. Full time

**Job Overview:**

Crossroads Staffing is a nationwide talent solutions firm that specializes in matching the right job with the right candidate.

We offer temp, contract, temp to hire and direct hire opportunities within various industries, our specialties being in the Administrative, Information Technology, Human Resources, Accounting, Customer Service, Manufacturing and Legal fields.

We know how daunting the job search can be, so we offer a quick and easy hiring process without extra hoops to jump through. Our structured interview process allows us to get a sense of what qualities you bring to the table, and how those correlate with our current openings.

About this Role:

The Transition Liaison acts as the primary contact for financial advisors joining Crossroads Staffing. The ideal candidate will guide transitioning advisors through a comprehensive transition process and coordinate home office resources, ensuring a smooth on-boarding experience.

This role requires strong project management experience, proficiency in Excel, and excellent communication skills. Additionally, the successful candidate should possess a deep understanding of company technology, products, and processes.

Key Responsibilities:)

  • Provide initial training and overall guidance to financial advisors during their transitioning period.
  • Assist with all aspects of transitioning new Financial Centers and Strategic Alliance Groups.
  • Design customized Personal Transition Plans (PTP), execute all designated tasks required in the PTP, and initiate and track the transition of incoming client assets.
  • Build and maintain positive relationships with transitioning financial advisors and their direct reports.
  • Provide guidance and education to each financial advisor as they become acclimated.
  • Team with internal departments and colleagues to help ensure smooth transitions.
  • Gain and maintain in-depth understanding of company technology, products, and processes.
  • Other duties as assigned.

Requirements:

  • H.S Diploma or GED.
  • 2+ years of experience in a financial services or operations role.
  • Strong project management experience.
  • Proficient in Excel.
  • Strong communication skills.

Salary and Benefits:

We offer a competitive salary of $60,000 - $80,000 per annum, depending on experience. In addition to salary, benefits include PTO, health, medical, vision, disability, life insurance, 401(k) and profit-sharing retirement program.



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