Job Description:

Join the PlanMember Team! As part of the Transition Services Team, you will have the important responsibility to act as the primary contact for financial advisors joining PlanMember. You will provide the guidance to transitioning advisors through a comprehensive transition process and coordinate home office resources, helping to ensure a smooth onboarding process. Your position also requires providing initial training and overall guidance to financial advisors during their transitioning period. In addition, you will be responsible for assisting with all aspects of transitioning new Financial Centers and Strategic Alliance Groups.Salary Range:Starting salary is typically between $54,000 and $63,000 annually, however, it is ultimately determined by the scope of the position the candidate's relevant experience, credentials/certifications and internal equity. In addition to salary, benefits include, PTO, health, medical, vision, disability, life insurance benefits as well as 401(k), profit-sharing retirement program and much moreLocation Information: On-Site at our Carpinteria, CA HeadquartersMajor Duties and ResponsibilitiesProviding strategic planning and support to financial advisors as they transition to PlanMember. This includes designing customized Personal Transition Plans (PTP), executing all designated tasks required in the PTP, and initiating and tracking the transition of incoming client assets to PlanMember.Building and maintaining positive relationships with transitioning financial advisors and their direct reports.Providing guidance and education to each financial advisor as they become acclimated to PlanMember.Teaming with internal departments and colleagues to help ensure smooth transitions.Gaining and maintaining in-depth understanding of company technology, products and processes.Additional Job DutiesFacilitating the coordination and implementation of transition technology-related items.Completing additional projects as assigned by management.Performing department presentations when required.Maintaining strong relationships with field partners and business units to help ensure high quality of service.Competencies RequiredExemplary customer service skillsSelf-starter with strong attention to detailExcellent written and verbal communication skillsAbility to assess and provide proactive advice or solutionsHighly-developed organizational and time management skillsTeam player who works well individuallyAble to perform multiple tasks efficientlyAbility to prioritize workload to meet deadlinesDemonstrate positive attitude and working respect for coworkersProficiency of Microsoft programs with strong Excel skillsEducation, Licenses, Work Experience:College degree preferred2+ years of financial services industry experience preferred or equivalent combination of educationFINRA LICENSE - 6FINRA LICENSE - SIE