Advisor Transitions & Onboarding Lead

A leading financial services company is seeking a Transitions Manager in Urbandale, Iowa. The role involves managing relationships with new financial representatives and guiding them through the onboarding process. Candidates should possess strong communication skills, at least six years of relevant industry experience, a Bachelor's degree, leadership abilities, and a dedication to customer service. The company offers a competitive compensation package in a supportive environment that values teamwork and integrity.

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