New
Transition Consultant
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![]() United States, Florida, St. Petersburg | |
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Looking to facilitate the creation and implementation of systems needed to provide new offices, satellite offices and financial advisors (FAs) with a successful transition to our client(s). We foster and collaborate in the development of relationships with new offices and FAs. Identifies, researches and works with home office associates to resolve problems associated with transitions. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions.
Essential Duties and Responsibilities *Understands and educates new branch personnel on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues. *Ensures all operational features of the office establishment are arranged and coordinated prior to start date. *Provides consultative educational orientations to all new FAs, offices and their associates on policies and procedures via on-site or telephone meetings. *Pay and Benefits* The pay range for this position is $36.05 - $40.86/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type* This is a hybrid position in St. Petersburg,FL. *Application Deadline* This position is anticipated to close on Apr 24, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. |