Job Description
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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