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Transition Specialist

Transition Specialist

Foundations Investment Advisorsphoenix, AZ, United States
10 days ago
Job type
  • Full-time
Job description

Imagine a role where every detail you master turns complex challenges into seamless success. As a Transitions Specialist at Foundations Investment Advisors—a visionary, SEC-registered RIA known for transforming financial advisory services—you have the chance to redefine how advisors and clients experience account transfers.

Your Impactful Opportunity :

  • Own the Process : Lead end-to-end financial advisor transitions, ensuring each account transfer is executed with precision and compliance.
  • Coordinate Excellence : Work with custodians like Schwab, Fidelity, Pershing, and TD Ameritrade, as well as internal experts, to create flawless transfer experiences.
  • Simplify Complexity : Convert intricate ACAT and non-ACAT processes into clear, client-centered solutions that build trust and success.
  • Be the Guide : Serve as the trusted point of contact for advisors, navigating regulatory requirements and transforming challenges into opportunities.

Your Expertise :

  • 3–5 years in financial services—experience within an RIA, broker-dealer, or custodian environment is ideal.
  • Proven mastery of account transfer processes, including ACAT and non-ACAT, paired with strong familiarity with major custodial platforms.
  • A sharp eye for detail, outstanding communication skills, and a proactive approach to solving complex issues.
  • A bachelor’s degree in finance, business administration, or equivalent experience.

    • Your New Environment : Based in Phoenix, Arizona, this full-time, in-office role places you at the heart of a dynamic organization driving growth and impacting thousands of lives.

    This is your moment to embrace a role that not only advances your career but also empowers a greater community of financial professionals and clients.

    If this challenge resonates with your ambitions, take action now. This is the opportunity to transform your career—and the future of financial advisory transitions.

    Apply today and step into the role that could redefine everything.