Financial Advisor Transitions Consultant

Job Summary

A company is looking for an Advisor Transitions Consultant.

Key Responsibilities

• Develop and implement a comprehensive advisor recruiting and acquisition strategy
• Design a scalable transition framework for onboarding experienced advisor teams
• Manage a high-performing team and collaborate across various departments to ensure successful advisor transitions

Required Qualifications

• Bachelor's degree in business, finance, human resources, or a related field
• 7+ years of experience in the financial services industry with knowledge of advisor business models
• Proven experience in leading advisor transitions or onboarding functions
• Strong understanding of regulatory requirements and compliance standards in the financial services industry
• Demonstrated ability to build and lead high-performing recruiting teams