Financial Advisor Transition Liaison - Ultimate Staffing Services
Carpinteria, CA
About the Job
Financial Advisor Transition Liaison Needed in Carpinteria, CA (In-Office)
Salary Range: $55k-$63k
Works somewhat like a project manager helping/assisting financial advisors transition from another broker/dealer to our broker/dealer. Moving book of business, help them to get registered with us and train on their systems/applications, etc..
Customer Service Skills a must
Project Management helpful
Will be working with Advisors who are moving from another broker/dealer to ours
Communication skills
Relationship Building and follow up skills
Basic to Intermediate Excel skills
On Site Required
| Job Summary< All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. |
