Qualifications:

• In this role you will meet the Financial Advisors in person and help with transferring the asset/brokerage book of business accounts over to Organization's internal systems.
• The position is a traveling role that requires the applicant to travel all across the country.
• Willing to work some holidays/weekends (Not major holidays).
• MUST have own charge card/credit card for expenses on the road.
   
   
• Meet face-to-face with external firm Financial Advisors and partners to transfer customer accounts to organizations's internal programs.
   
   
  Pay Rate : $18 - $19/hr
  
  We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.
  
  
  The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.