Transitions Onboarding Consultant

Osaic Careers

Transitions Onboarding Consultant (All Channels)

Location(s): Qualified candidates near all company locations and remote within the United States are encouraged to apply. Role requires up to 40% travel throughout the US.

Role Type: Full time. Travel up to 40% of the time.

Salary: $65,000 - $75,000 per year + 10% annual bonus 

Summary:

The Onboarding Consultant will be part of the Transitions Team supporting new Financial Professionals moving their existing business to Osaic across all Channels. The Transitions Onboarding Consultant delivers a seamless, consistent onboarding and repapering

experience for Financial Professionals across all Osaic channels. This hybrid role blends advisor-facing consulting with hands-on operational execution, partnering closely with Business Development, Operations, and Channel Leadership. 

The Onboarding Consultant needs to have a thorough un...

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