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Now viewing: Transition Consultant | New Advisor Transitions
RJ
Raymond James Financial, Inc.
Transition Consultant | New Advisor Transitions
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Job Description
- 25%
Travel Expectation:
- On average about 12-14 weeks per year throughout the United States (including Alaska, Hawaii, Guam, and Puerto Rico).
The Transition Consultant plays a critical role in supporting financial advisors as they transition into the firm. Acting as a primary point of contact, the consultant ensures a seamless onboarding experience by coordinating all aspects of the transition process. This role requires strong project management skills, a deep understanding of financial services operations, and a client-focused mindset to deliver a smooth and efficient transition that minimizes disruption and accelerates productivity for new advisors.
- Responsibilities
- : + Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
+ Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
+ Advise others on how to design new processes and systems that meet professional standards.
+ Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.
- Skills
- : + Orient the organization around delivering to the key needs of clients.
+ Interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment.
+ Probe and explore complex subjects thoroughly, extracting comprehensive information through insightful questioning to enhance understanding and decision-making processes.
+ Assimilate and understand data and information from various sources in order to draw appropriate conclusions and make relevant recommendations.
- Licenses/Certifications:
- + •SIE required•(prior to start) _provided that an exemption or grandfathering cannot be applied.
_ +
- Series 7 License required,
- _or ability to obtain within 120 days.
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