Onboarding And Transitions Analyst

Under limited supervision provides operations support as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG)

offices. Guidance is provided to perform varied work that is somewhat difficult in nature requiring some evaluation, originality and ingenuity to solve moderately complex problems.

• Top Skills' Details
• Bachelors Degree in Business related field required
• 2+ years of financial services experience providing operations support to branch associates or other internal parties
• PLEASE NOTE - 100% travel requirement for this role. This individual will be regularly traveling to client branch locations.
• Essential Duties and Responsibilities
• Researches and helps resolve issues related to the transition of new financial advisors joining PCG offices.
• Provides onsite branch support.
• Processes new branch paperwork to open and transfer accounts.
• Assists financial advisors to gather information missing from forms and paperwork and ensure accuracy.
• Assists with educating financial advisors and their staff on policies, procedures and systems
• Acts as a liaison between financial advisors and home office departments and ensures follow up and completion of transition responsibilities.
• Performs special projects and cross-trains on other departmental functions.
• Knowledge of :
• Basic office practices, procedures and methods.
• Account types, the transfer process, and industry operations in general.
• Back office systems.
• Skill in :
• Organizational and time management sufficient to prioritize workload, handle multiple tasks and meet deadlines.
• Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.
• Detail orientation to ensure quality standards are met without impairing workflow.
• Oral and written communication sufficient enough to interact effectively with and guide financial advisors and their staff on various operations issues while remaining in constant contact with the lead consultant and respective regional team
• Additional Skills & Qualifications :
• Prior wealth / asset management industry experience strongly preferred
• SIE or Series 7 license preferred
• Employee Value Proposition (EVP) :

This is a great opportunity to join an industry leader in the wealth / asset management space and assist with a mission-critical financial advisor onboarding initiative. This role will give individuals the opportunity to gain access to world class training, experience learning from an industry leader, and the opportunity to travel regularly across the country. Overtime (10-15 hours) will be available.

• Work Environment
• This position will be a traveling role requiring our consultants to be on site at branch locations. These locations will vary nationally.
• Job Type & Location

This is a Contract to Hire position based out of Charlotte, NC.

• Pay and Benefits

The pay range for this position is $35.00 - $40.00 / hr.

Eligibility requirements apply to some benefits and may depend on your job

classification and length of employment. Benefits are subject to change and may be

subject to specific elections, plan, or program terms. If eligible, the benefits

available for this temporary role may include the following :

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off / Leave (PTO, Vacation or Sick Leave)
• Workplace Type

This is a fully onsite position in Charlotte,NC.

• Application Deadline

This position is anticipated to close on Nov 20, 2025.

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About TEKsystems :

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.