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Transition Advisor Jobs (NOW HIRING)

Savvy Advisors, Inc.

Client Transition Specialist

Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns ... Savvy is looking for a detail-obsessed, resourceful operator to join our advisor transitions team ...

Integritymarketing

Transition Specialist

Dallas, TX

This person would also help train the new representative/advisor on our systems and coordinate with each department for their proper training to create a smooth transition.The Transition Specialist ...

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How much do transition advisor jobs pay per hour?

As of Aug 4, 2026, the average hourly pay for transition advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

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

To thrive as a Transition Advisor, you need expertise in career counseling, knowledge of employment resources, and often a background in education, social work, or human resources. Familiarity with career assessment tools, job search platforms, and case management systems is typically required. Strong interpersonal communication, problem-solving, and motivational skills help support clients through significant life or career changes. These skills ensure clients receive effective guidance and resources, facilitating a smooth and successful transition into new roles or environments.

What is a transition advisor?

Transition Advisors are professionals who guide individuals, organizations, or students through significant life or career changes. They provide support, resources, and strategic advice to help clients adapt to new environments, such as moving from high school to college, transitioning between jobs, or adjusting to organizational changes. Their goal is to ensure a smooth and successful transition by addressing challenges, offering guidance, and connecting clients with necessary services. Transition Advisors often work in educational settings, corporate environments, or with military personnel moving to civilian life.

What are some common challenges transition advisors face when supporting individuals through major life or career changes?

Transition Advisors often work with clients who are navigating significant changes, such as entering a new career, retiring, or adapting to a new environment. One common challenge is helping clients overcome uncertainty and resistance to change, which requires strong communication and empathy. Advisors must also coordinate with various stakeholders, such as employers, training providers, or community organizations, to ensure a smooth transition. Balancing administrative tasks with personalized support can be demanding, but it is integral to the role’s success.
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Transition Advisor jobs near you
Infographic showing various Transition Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

AB Client Transition Advisor

Western Alliance Bancorporation

Chandler, AZ • On-site

Full-time

Medical, Dental, Retirement

Re-posted 11 days ago

Job description

Job Title:
AB Client Transition Advisor
Location:
AZ - Chandler 3075
What you'll do:
As a Client Transition Advisor you'll be responsible for product sales support and data entry related to onboarding new clients and account transition of existing clients. Responsible to deliver initial training to our customers on new services. You'll carefully listen and work with the customer to understand the features they need of each product to be able to establish the new service properly and accurately. They must also keep customers, bankers and sales representatives informed of progress throughout the transition process.
  • Responsible for supporting Operations Manager with onboarding several customers in different stages of the boarding and transition process. Effectively manage the boarding process for each customer, constantly reaching out to the customer to transition them by following established processes. Has a specific focus on removing obstacles, and keeping all required stakeholders informed.
  • Ensure product and application implementations are completed successfully and timely in support of all requested services and products. Schedule, coordinate, and moderate any required customer calls and training. Educate our clients on the importance of understanding and mitigating risk as it relates to their business.
  • Actively support Operations procedures, staying focused on process improvement initiatives. Ensure alignment with what is communicated to customers and the daily experience of our clients once they transition to a Relationship Banker.

What you'll need:
  • 2+ years of related experience in Treasury Management Service or similar field.
  • High school diploma required; Bachelor's degree in related field preferred.
  • Project management within the Software space or Business to Business (B2B) highly preferred.
  • Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Advanced speaking and writing communication skills.

Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
About the company:
Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
© Western Alliance Bancorporation

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