Advisor Onboarding - White Plains

Our Client, is seeking a Financial Advisor Onboarding Consultant in their White Plains, New York location. · What You'll Do · Support Field Recruiting by assessing candidate compatibility, eligibility, and alignment with company standards · Partner with General Office Contractin ...

Our Client, is seeking a Financial Advisor Onboarding Consultant in their White Plains, New York location. · What You'll Do · Support Field Recruiting by assessing candidate compatibility, eligibility, and alignment with company standards · Partner with General Office Contracting ...

Job Title: Agent/Financial Advisor Onboarding Consultant · Location: White Plains, NY Hybrid – 3 days per week) · Duration: 12 Months Contract with Potential Extension · Department: Field Experience Value Stream · Job Description: · This role is held Our Life Insurance client, a ...

Job Title: Agent/Financial Advisor Onboarding Consultant · Location: White Plains, NY Hybrid – 3 days per week) · Duration: 12 Months Contract with Potential Extension · Department: Field Experience Value Stream · Job Description: · This role is held Our Life Insurance client, a ...

+ Developtheoverallassetconversionplansfornewclients. · + Leadthesmalltomid-levelprojects, · withvaryingdegreesofcomplexity. · OnboardingofnewFidelityRegisteredInvestmentAdvisors. · Supportingexistingadvisorsthatareconvertingabookofbusinessontotheplatform · ...

This document outlines the job description for a Compliance Officer at Jefferies LLC.The role involves advising on client onboarding and managing client due diligence questionnaires. · ...

This document outlines the job description for a Compliance Officer at Jefferies LLC. · The role involves advising on client onboarding, managing client due diligence questionnaires and conducting cross-border jurisdictional assessments. · Candidates must have a bachelor's degree ...

Description · Level:     · This document outlines the job description for a Compliance Officer at Jefferies LLC. The role involves advising on client onboarding, managing client due diligence questionnaires, and conducting cross-border jurisdictional assessments. Candidates must ...

Position Title: Consultant - Advisor Onboarding, Transition & Operations Specialist · Location:  White Plains NY (Hybrid 03 Days Onsite per week) · Duration: 06-12 Months (Possible Extension/Conversion) · ***Due to client requirements this role is only open to USC OR GC candidate ...

Position Title: Consultant - Advisor Onboarding, Transition & Operations Specialist · Location: White Plains NY (Hybrid 03 Days Onsite per week) · Duration: 06-12 Months (Possible Extension/Conversion) · ***Due to client requirements this role is only open to USC OR GC candidates ...

We are looking for a Client Onboarding – Investment Advisors/Funds Group. · We support the team manager in all client onboarding activities for Investment Advisors and Funds. · Prepare KYC documentation. · Perform client due diligence. · Conduct OFAC and negative news screenings. ...

: · Job Title: Onboarding/Transition Specialist · Location: White Plains, NY (3 days/week onsite) · Type: Contract · ***5–7 years' experience in the financial services or insurance industry. · Role Overview: · We are seeking an Advisor Onboarding, Transition & Operations Special ...

Job Title: Consultant, Advisor Onboarding, Transition & Operations Specialist · Hybrid – 3 days per week (Tuesday, Wednesday, Thursday) · Location: White Plains, New York · Location Designation: Hybrid - 3 days per week · Role Overview: · We are seeking an Advisor Onboarding, Tra ...

Consultant, Advisor Onboarding, Transition & Operations Specialist · Temp-to-Perm · Hybrid – 3 days per week · White Plains, New York, United States · Department · Recruiting · Job Function · Field Experience Value Stream · Role Overview: · Atrium Payroll Services, a leading wome ...

Description: · Job Title: · Onboarding/Transition Specialist · Location: · White Plains, NY (3 days/week onsite) · Type: · Contract · ***5–7 years' experience in the financial services or insurance industry. · Role Overview: · We are seeking an Advisor Onboarding, Transition & Op ...

Job Title: Consultant, Advisor Onboarding, Transition & Operations Specialist · Hybrid – 3 days per week (Tuesday, Wednesday, Thursday) · Location: White Plains, New York · Location Designation: · Hybrid - 3 days per week · Role Overview: · We are seeking an Advisor Onboarding, T ...

Recruiting Coordinator · Job Number: · Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Recruiting Coordinator for our client in White Plains, NY. · ECLARO's client is one of the largest mutual life insurance companies and provides long-term ...

Consultant, Advisor Onboarding, Transition & Operations Specialist · Temp-to-Perm · Hybrid – 3 days per week · White Plains, New York, United States · Department · Recruiting · Job Function · Field Experience Value Stream · Role Overview: · Atrium Payroll Services, a leading wome ...

As a Client Associate in J.P. Morgan Advisors you will provide dedicated business support to Financial Advisors and their clients. · Establish maintain and build relationships while delivering exceptional client service · In this role you will have extensive client contact and wi ...

Job Description · Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the larg ...