Investment Banking
New Advisors Transition Consultant (Western Region) | Travel Required
ExperiencedNo visa sponsorship
Posted 21 days ago
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The New Advisors Transition Consultant will support the onboarding and growth of newly affiliated financial advisors in the Western Region, delivering hands-on implementation, training, and transitional project management. This role is field-focused and requires frequent travel to advisor offices and regional events. The consultant partners with internal teams to ensure a smooth transition to Raymond James platforms, processes, and service models. Remote-based in Florida with a focus on advisor success and operational readiness.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
No additional description provided.
