Osaic · 4 days ago
Transitions Onboarding Consultant
Scottsdale, AZ
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $75K/yr
1+ years expOsaic is a company in the financial services sector, and they are seeking a Transitions Onboarding Consultant to support new Financial Professionals moving their existing business to Osaic. The role involves delivering a seamless onboarding experience and requires a thorough understanding of the account opening and transfer process.
Business DevelopmentFinancial ServicesWealth Management
No H1B
Responsibilities
Advisor-facing transition consulting for all channels including Empowered Independence
Repapering & asset movement execution across all channels/Tiers
Cross-functional partnership and optimization
Data gathering, forms preparation & submission; monitoring account transfers (in person and virtually)
NIGO (Not in Good Order) paperwork monitoring & resolution impacting asset movement
Troubleshoot and escalate any transition related issues
Look for ways to improve & expedite the asset movement process
Qualification
Required
Minimum of high school diploma or equivalent is required
SIE/S7 or S99 required within 12 months
Previous Financial/Transition experience 1-3 Years
Thorough understanding of the account opening and transfer process
Some transition experience
High level of technical knowledge
Detail oriented
Exceptional communication skills
Ability to organize, prioritize, and handle multiple projects simultaneously
Preferred
Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
Previous work experience in financial services
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase