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Travelling Financial Operations Consultant

Contract to Hire: St. Louis, Missouri, US

Salary Range: 19.00 - 20.00 | Per Hour

Job Code: 367553

End Date: 2026-03-15

Days Left: 27 days, 0 hours left

Job Title: Travelling Financial Operations Consultant
Company: Banking
Location: St. Louis, MO or Denver, CO (Preference - for Training)
Travel: All travel expenses reimbursed (requires own credit card to process reimbursements).
Type: 3 Months Contract (high likelihood of extension up to 24 months + potential conversion)
Pay Range: $19/hr to $20/hr 
Travel: 85-90% Across the country Travel (Fully Expensed)
Estimated Start Date: March 16
Interviews: One 1-hour Teams interview with the hiring managers.
Contract Length: 3 months initially, with strong potential for long-term extension or conversion.
IMPORTANT – PLEASE READ BEFORE APPLYING
This is a high-travel role (85–90% Across the country travel).
Transitions can last 2–10 weeks at a time, including some weekends and minor holidays.
  • Must be excited to travel extensively across the U.S.
  • Must be comfortable being on the road for extended periods
  • Must have a personal credit card (charge card) to cover reimbursable travel expenses (fully expensed by the company)
If there is hesitation about travel, this will not be the right fit.
About the Role
  • The Securities Operations Representative supports the Field Transitions Team, meeting face-to-face with Financial Advisors (FAs) who are transitioning their book of business to the Bank.
  • You will help transfer and onboard brokerage/customer accounts into internal systems. Transitions range from smaller books (~200 accounts) to very large books (10,000+ accounts).
  • This is a client-facing, high-visibility role where first impressions, professionalism, and confidence are critical.
What You’ll Do (Day-to-Day)
  • Attend 2–3 weeks of fully onsite training (5 days/week) before travel begins
  • Travel 85–90% Across the country to support Financial Advisor transitions
  • Meet in person with external Financial Advisors and partners
  • Assist in transferring brokerage and asset accounts into Bank's systems
  • Work across business channels (brokerage, assets, mortgage, etc.)
  • Support new account openings (Beta platform exposure)
  • Use Excel, DocuSign (or similar e-signature tools), and internal systems
  • Ensure accuracy and attention to detail with high-volume customer accounts
  • Work occasional overtime, weekends, and minor holidays
If you’re looking for a unique opportunity to build a career in financial services while traveling Across the country and gaining direct exposure to Financial Advisors and asset transitions, this role offers both experience and upward mobility.
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Benefits: 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 , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)
 
Job Requirement
  • finance
  • accounting
  • economics
  • financial analyst
  • securities operations
  • brokerage operations
  • banking associate
  • financial services
  • customer service
  • client facing
  • relationship management
  • advisor support
  • financial advisor support
  • open to travel
  • willing to travel
  • travel role
  • field support
  • field operations
Reach Out to a Recruiter
  • Recruiter
  • Email
  • Phone
  • Mebin Joseph
  • mebin.joseph@collabera.com
  • 9733817026
Apply Now
Apply Now
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