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Advisor Transition Support Jobs (NOW HIRING)

Senior Talent Partner (Advisor Practice)

New York, NY · On-site +1

$149K - $149K/yr

Associate Advisors, Advisor Support Staff, and proactive roles supporting the RIA. You'll work ... Navigate Advisor compensation structures, including payout grids, transition packages, and book-of ...

Benefits Advisor

Aurora, CO · On-site

$21.76/hr

Horizon Strategies is currently filling roles for Site Lead, Master Benefits Advisor, Senior ... Transition support includes conducting standardized VA Benefits and Services Briefings, one-on-one ...

Horizon Strategies is currently filling roles for Site Lead, Master Benefits Advisor, Senior ... Transition support includes conducting standardized VA Benefits and Services Briefings, one-on-one ...

Horizon Strategies is currently filling roles for Site Lead, Master Benefits Advisor, Senior ... Transition support includes conducting standardized VA Benefits and Services Briefings, one-on-one ...

Benefits Advisor

Fort Carson, CO · On-site

$55K - $70K/yr

Benefits Advisor Full Time Clerical Fort Carson, CO, US 3 days ago Requisition ID: 1079 Background ... Transition support includes conducting standardized VA Benefits and Services Briefings, one-on-one ...

$22.07/hr

Transition support includes conducting standardized VA Benefits and Services Briefings, one-on-one engagements, pre-separation counseling support, military life cycle (MLC) events, Capstone events ...

Showing results 21-40

Advisor Transition Support information

See salary details

$11K

$68.1K

$145K

How much do advisor transition support jobs pay per year?

As of Sep 15, 2026, the average yearly pay for advisor transition support in the United States is $68,103.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $64,500.00 per year, depending on experience, location, and employer.

What is Advisor Transition Support?

Advisor Transition Support refers to the specialized services and assistance provided to financial advisors when they move from one firm to another. This support typically includes help with transferring client accounts, ensuring compliance with regulatory requirements, setting up new technology platforms, and managing communications with clients throughout the transition. The goal is to make the process as smooth and efficient as possible for both the advisor and their clients, minimizing disruptions and maintaining business continuity.

What are some common challenges faced during the advisor transition process, and how does the Advisor Transition Support role help address them?

One of the most common challenges during advisor transitions is ensuring a seamless transfer of client accounts and sensitive financial data while maintaining client trust and regulatory compliance. The Advisor Transition Support role is responsible for coordinating between advisors, clients, and operations teams to manage paperwork, resolve account transfer issues, and communicate updates proactively. By anticipating potential roadblocks and providing clear guidance, professionals in this role help minimize disruption, foster positive client experiences, and support the advisor's successful integration into their new firm.

What are the key skills and qualifications needed to thrive as an advisor transition support, and why are they important?

To thrive as an Advisor Transition Support, you need a solid understanding of financial services operations, project management, and client onboarding processes, often backed by experience in financial institutions or wealth management firms. Familiarity with CRM platforms, custodial account systems, and industry compliance tools is typically required, along with certifications like FINRA Series 7 or 66 being advantageous. Strong communication, problem-solving, and organizational skills help facilitate smooth transitions and build trust with advisors and clients. These competencies ensure seamless onboarding, regulatory compliance, and positive advisor experiences during transitions.

What are popular job titles related to Advisor Transition Support jobs?

For Advisor Transition Support jobs, the most frequently searched job titles are:

Infographic showing various Advisor Transition Support job openings in the United States as of June 2026, with employment types broken down into 2% Locum Tenens, 72% Full Time, 9% Part Time, 11% Temporary, 2% Contract, and 4% Nights. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $68,103 per year, or $32.7 per hour.

Vice President, Advisor Growth & Transitions

Dallas, TX

Full-time

Posted 3 days ago

New


Job description

POS ITION SUMMARY
Integrity Wealth is seeking a Vice President, Advisor Growth & Transitions to lead advisor recruiting and the transition organization for a platform of $55 billion in client assets and more than 1,100 advisors. This executive owns New Store Sales end to end: building and leading the business development team, operating a disciplined recruiting playbook, and running the transition function that brings newly affiliated advisors and their assets onto the platform. The mandate is a build, not a stewardship, and the successful candidate will scale a national growth engine inside one of the fastest-growing wealth platforms in the independent channel.

KEY RESPONSIBILITIES
Own New Store Sales end to end - from prospect pipeline through recruiting close and the ramp of recruited assets to full production.
Build, lead, and develop the business development organization; set channel strategy, territory design, and market coverage.
Operate a disciplined recruiting playbook that compresses cycle times, sustains top quartile win rates, and holds acquisition cost discipline on every recruited practice.
Own the transition operating model - capacity planning, vendor strategy, and the handoff into Advisor Success.
Confirm and operationalize the channel-deployment model across external recruiting, agent-to-advisor conversion, and partner-channel motions.
Serve as a senior representative of the Integrity Wealth platform to advisors evaluating their next affiliation.

SUCCESS MEASURES
Recruited client assets of $15 billion per year against plan
Time to letter of intent of 90 days or less; win rate of 35-40%
Customer acquisition cost of 25% or less of trailing-twelve-month revenue per recruit
Recruited assets ramped to 90% of book value by month five across the cohort

REQUIRED QUALIFICATIONS
Fifteen or more years in wealth management distribution, with direct accountability for advisor recruiting results at an independent broker-dealer, RIA aggregator, or hybrid platform.
Demonstrated record of recruiting multi-billion-dollar advisor books, including practices in the $100 million to $1 billion range.
Experience building a business development organization from a small base - hiring, territory design, quota setting, and playbook development.
Working fluency in advisor transition mechanics and command of independent-channel economics: account transfer and repapering, payout structures, transition capital, and acquisition cost discipline.
Bachelor's degree required; MBA or equivalent advanced degree preferred.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.