Financial Advisor Transition Consultant (90% Travel)

Job Title: Financial Advisor Transition ConsultantSchedule: Business Standard HoursDuration: Contract role, likelytoextendPay Rate: $25.00/hrLocation: Initial training will take place on site in St. Louis, MO on May 11th, for approximately one month. Following training, the position will be fully remote. Please note that the role requires approximately 90%travel across the country.Key ResponsibilitiesServe as the primary relationship manager for Financial Advisors during their transitiontoWells Fargo Wealth & Investment Management.Lead and coordinate all phases of the transition process, including planning, execution, and post-transition support.Travelextensivelytomeet with Financial Advisors, branch teams, and key stakeholderstoensure smooth and successful transitions.Act as a liaison between Financial Advisors and internal partners (operations, compliance, technology, legal, and onboarding).Educate Financial Advisors on Wells Fargo platforms, policies, processes, and available resources.Track transition milestones, identify risks, and proactively resolve issuestominimize client impactMaintain detailed documentation, reporting, and status updates for each transition.Ensure all transition activities comply with regulatory, legal, and Wells Fargo policies.Deliver a high-touch, consultative experience that reinforces advisor confidence and client satisfaction.Required QualificationsBachelor's degree or equivalent professional experience.Strong communication, organization, and stakeholder management skills.Proven abilitytowork independently and manage multiple transitions simultaneously.Willingness and abilitytotravelextensively (approximately 90%).Must possess and maintain a personal credit card for businesstraveland expenses (reimbursed per company policy).Equal Opportunity Employer / Disabled / Protected VeteransThe Know Your Rights poster is available here:https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdfThe pay transparency policy is available here:https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdfFor temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf