Onboarding Consultant

Osaic

Onboarding Consultant for Financial Professionals transitioning to Osaic in a hybrid role. Collaborating with various teams for seamless onboarding and asset movement execution.

Posted 6/24/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s Degree Preferred
SIE/S7 or S99 required within 12 months
Previous Financial/Transition experience 1-3 Years
Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
Previous work experience in financial services

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data gatheringforms preparationaccount transfersasset movement executionNIGO paperwork monitoringtroubleshootingissue escalation

Soft Skills

cross-functional partnershipoptimizationproblem-solvingcommunication

Certifications

SIES7S99series 6series 7series 65series 66series 24series 26