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Transition Consultant for UBS Financial Services

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Wealth Management Transitions

2021-12-03 08:50:23

Job location Denver, Colorado, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

We are a small business that contracts with UBS Financial Services and are looking for consultants that have financial industry experience (Series 7 ideal) and are willing to travel throughout the country.

Specifically, we work with newly recruited Financial Advisors that have just joined the firm, and our job responsibilities include:

Customized Client Mailings
On Site Transition Management
New Account Opening
ACAT Entry and Follow Up
Managed Money Contract Generation
Customized Reporting and Daily Performance Updates (Excel)

Essentially, we are on the ground, helping an advisor to move his book of business from one firm to another as smoothly and seamlessly as possible. We are looking for someone who is organized, detail-oriented and good with administrative tasks, but also someone who can be a leader, can delegate and "quarterback" the entire process for the advisor and his support staff.

A typical job is 4-5 weeks and consultants are on site throughout , with the option to fly home on most weekends. The job pays hourly and a typical day requires at least 10-12 hours of work.

Job Type: Contract

Pay: $35.00 per hour

Experience:

  • Financial Industry Experience, Series 7: 1 year (Required)

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