Osaic
Posted 20 days agoVerified live 1d ago
Transitions Onboarding Consultant
Brief overview
Remote
UndergradOr in progress
$65k–$75k/yrStated range
1+ yrsMinimum
2 H-1B approvalsDept. of Labor
Financial ServicesFinancial Transition ExperienceAccount Opening and Transfer ProcessesAsset MovementRepaperingSIESeries 7Series 99
About the company
Osaicosaic.com
Osaic provides the support, resources, and community designed for the future of wealth management.
Visa sponsorship history
2 years sponsoring, last filed FY2025
Data powered by U.S. Department of Labor. This does not guarantee sponsorship for this specific role.2H-1B approved
100%approval rate
$63,918median wage / yr
H-1B Petition ApprovalsVisas USCIS actually granted: the strongest sign the company sponsors.
20241
20251
LCA Certified ApplicationsAn early filing step, not a visa approval: it signals intent, not confirmed sponsorship.
20231
Top sponsored roles
Accountant
Job description
Summary
Osaic is seeking an Onboarding Consultant to support new Financial Professionals moving their existing business to the company across all channels. The role provides advisor-facing transition consulting and executes repapering, asset movement, account transfer monitoring, issue resolution, and process optimization through virtual and in-person support.
Responsibilities
- Advisor-facing transition consulting for all channels including Empowered Independence
- Repapering & asset movement execution across all channels/Tiers
- Cross-functional partnership and optimization
- Data gathering, forms preparation & submission; monitoring account transfers (in person and virtually)
- NIGO (Not in Good Order) paperwork monitoring & resolution impacting asset movement
- Troubleshoot and escalate any transition related issues
- Look for ways to improve & expedite the asset movement process
Skills
- Qualified candidates near all company locations and remote within the United States are encouraged to apply
- Role requires up to 40% travel throughout the US
- • SIE/S7 or S99 required within 12 months
- • Previous Financial/Transition experience 1-3 Years
- Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic
- • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered
- • Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
- • Previous work experience in financial services
Qualifications
Must Haves
- Qualified candidates near all company locations and remote within the United States are encouraged to apply
- Role requires up to 40% travel throughout the US
- • SIE/S7 or S99 required within 12 months
- • Previous Financial/Transition experience 1-3 Years
- Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic
Nice to Haves
- • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered
- • Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
- • Previous work experience in financial services
Benefits
- 10% annual bonus
- Remote work within the United States is encouraged for qualified candidates
- Hybrid work arrangement
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