Account Transition Specialist - RIA Industry

We are an RIA (registered investment advisor) that offers investment advisory, financial planning, and retirement plan advisory services to retail investors. We provide tailored solutions to independent advisors, acting as an extension of their team by offering oversight, technology, and compliance support.

We are looking for people who are passionate about the RIA space and making a positive impact on the lives of others. Because we want a strong team we recognize that to retain top talent we must offer our employees a strong range of benefits that support their professional growth and personal well-being.

Competitive salary
Opportunity for career advancement
A collaborative culture focused on retention and growth
Premium health, dental, and vision insurance
401(k) with company match
Flexible hybrid working environment.

The Repapering Specialist will collaborate with the Director of Transitions to assist advisors in transitioning their practice to our firm.



Key responsibilities include:

New Account Opening
Account Transfers (ACAT)
Reviewing Notifications and Outstanding Items
Processing Move Money Paperwork


Proficiency in Salesforce, Outlook, and Excel
Experience with LPL Financial, Charles Schwab, or Fidelity paperwork required

Core Competencies:

Strong attention to detail
Proactive, critical thinker able to work independently with minimal direction
Ability to multitask in a fast-paced environment
Capable of working both independently and as part of a team