Logo
MassMutual

Wealth Management Transition Concierge

MassMutual, Springfield, Massachusetts, us, 01119

Save Job

A leading financial services firm is looking for a Wealth Management Transition Support Specialist to join their team in Springfield, Massachusetts. This role involves providing dedicated onboarding support for experienced advisors transitioning from their previous firms. Candidates should have a strong background in financial services, knowledge of broker-dealer operations, and exceptional customer service skills. The position requires a High School Diploma, but a Bachelor's Degree is preferred. This is a unique opportunity to be part of a well-established company with a focus on ethical practices and inclusive culture. #J-18808-Ljbffr