Transition Consultant Position Available In Pinellas, Florida
Tallo's Job Summary: The Transition Consultant role involves facilitating the creation and implementation of systems for new offices and financial advisors to transition successfully. Responsibilities include developing relationships, resolving transition-related issues, educating branch personnel, coordinating office establishment, and providing consultative orientations. This position requires some evaluation, originality, and decision-making skills.
Job Description
Looking to facilitate the creation and implementation of systems needed to provide new offices, satellite offices and financial advisors (FAs) with a successful transition to our client(s). We foster and collaborate in the development of relationships with new offices and FAs. Identifies, researches and works with home office associates to resolve problems associated with transitions. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions. Essential Duties and Responsibilities
- Understands and educates new branch personnel on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues.
- Ensures all operational features of the office establishment are arranged and coordinated prior to start date.
- Provides consultative educational orientations to all new FAs, offices and their associates on policies and procedures via on-site or telephone meetings.
