Client Transfer Specialist — Trusted Onboarding Advisor

A leading financial services firm in Dallas is seeking a Client Transfer Specialist to build meaningful relationships with clients and simplify financial processes. The ideal candidate will have active FINRA Series 7 and 63 licenses, along with strong communication skills. This role includes serving as a primary contact during onboarding and providing expert support during clients’ financial journeys. Competitive salary range of $65,000 – $80,000, hybrid working model available. #J-18808-Ljbffr