Engineering Structures Jobs in Dunedin
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Traveling Transitions Associate
🏢 Jobot
Salary not disclosed
transitions associate / up to 75% travel / wealth management This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $75,000
- $90,000 per year A bit about us: We are disrupting the wealth management industry.
We believe in supporting truly independent advisors to help them serve their clients and ultimately grow their business and enterprise value.
We offer investment platforms, operations and transition support, and practice management resources.
Why join us? We are a fast growing, tech-enabled, wealth management platform with a strong culture of accountability, inclusion, and community engagement, supporting a national network of independent RIAs managing over 125B in AUM.
We are in our growth phase centered on a multi-year expansion of our RIA network, headcount, assets, and recent minority capital raises to invest further in technology, talent, and M&A support, and a new, larger national headquarters to accommodate future scaling.
We offer premium health, dental, and vision insurance.
Unlimited PTO, paid paternity leave, 401(k) match, and generous bonus structure.
This is an opportunity to get your foot in the door, learn the business, and then transition into a new position within the organization if you are interested.
Job Details You will be a critical member of the transitions team supporting Transition Managers during advisor onboarding and transitions.
You will be the boots on the group for the first 4-6 weeks of a launch/transition providing assistance to advisors and ensuring seamless onboarding and resolution of issues as they arise.
You are someone who is detail oriented, analytical, and possess strong problem solving abilities.
You will be trusted by the advisors to support this transition during high stakes moments.
Your strong EQ and ability to connect with others will support you in this position.
This position is located in St.
Pete, FL with up to 75% travel.
When you are not traveling you will have the opportunity to work on projects to ensure the team is working efficiently and effectively.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $75,000
- $90,000 per year A bit about us: We are disrupting the wealth management industry.
We believe in supporting truly independent advisors to help them serve their clients and ultimately grow their business and enterprise value.
We offer investment platforms, operations and transition support, and practice management resources.
Why join us? We are a fast growing, tech-enabled, wealth management platform with a strong culture of accountability, inclusion, and community engagement, supporting a national network of independent RIAs managing over 125B in AUM.
We are in our growth phase centered on a multi-year expansion of our RIA network, headcount, assets, and recent minority capital raises to invest further in technology, talent, and M&A support, and a new, larger national headquarters to accommodate future scaling.
We offer premium health, dental, and vision insurance.
Unlimited PTO, paid paternity leave, 401(k) match, and generous bonus structure.
This is an opportunity to get your foot in the door, learn the business, and then transition into a new position within the organization if you are interested.
Job Details You will be a critical member of the transitions team supporting Transition Managers during advisor onboarding and transitions.
You will be the boots on the group for the first 4-6 weeks of a launch/transition providing assistance to advisors and ensuring seamless onboarding and resolution of issues as they arise.
You are someone who is detail oriented, analytical, and possess strong problem solving abilities.
You will be trusted by the advisors to support this transition during high stakes moments.
Your strong EQ and ability to connect with others will support you in this position.
This position is located in St.
Pete, FL with up to 75% travel.
When you are not traveling you will have the opportunity to work on projects to ensure the team is working efficiently and effectively.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
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