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Advisor Transition Support Jobs (NOW HIRING)

Savant Insights

Financial Advisors

Rockford, IL · On-site

$150K - $175K/yr

C. In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner ... management, and structured transition support designed to protect and grow your client ...

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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.

VA Benefits Advisor - MCB Hawaii

Mcbh Kaneohe Bay, HI • On-site

CALIBRE
Business Management Consulting • 501 - 1,000 employees
Learn more about CALIBREexternal

$20.38/hr

Full-time

Posted 24 days ago

Job description

CALIBRE Systems Inc., an employee-owned Management Consulting and Digital Transformation company, is looking for a Benefits Advisor to support our client at MCB, Hawaii.

Conduct transition activities in support of the VA. 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, and warm-handover support. Serves as an entry-level instructor delivering established curriculum, training tools, and ensuring course content and delivery methods follow established training objectives.

Pay: $20.38/hour + $5.09 /hour Health & Welfare

Responsibilities may include:

  • Executing non-event Activities at assigned installation
  • Participate in weekly Site Lead meetings
  • Execute quality management activities at assigned installation and across the program
  • Deliver onsite activities and execute post-event data collection activities
  • Travel may be included

Required Skills
  • Understand and apply adult learning theories
  • Understanding of transitioning Service member populations
  • Experience using Microsoft Office suite of tools
  • Strong customer management and support skills
  • Experience delivering interactive workshops and training to live audiences

Required Experience
  • Bachelor’s degree or 3 years’ equivalent work/military experience
  • Preferred emphasis in Training, Education, Career Counseling, or HR
  • Appropriate certifications

Preferred Skills:

  • Understanding of VA benefits programs
  • Knowledge of the military and experience working with military clients
  • Understanding of current veteran issues and challenges pre- and post- transitions

Apply