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Transition Advisor Jobs (NOW HIRING)

World Relief

Support staff development in both academic transition advising and workforce readiness coaching (SMART goals, wrap around delivery, career development and upward mobility). * Coordinate dotted-line ...

Baystate Financial

Transition Specialist

Boston, MA

The Transition Specialist is responsible for managing the end‐to‐end transition of new and ... This role serves as a key liaison between advisors, clients, custodians, and internal partners to ...

LPL Financial

Transition Support Partner

San Diego, CA · Remote

$33.77 - $56.25/hr

Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to effectively transition the book of business. Engage various ...

LPL Financial

Transition Support Partner

Fort Mill, SC · Remote

$30.70 - $51.15/hr

Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to effectively transition the book of business. Engage various ...

LPL Financial

Transition Support Partner

Fort Mill, SC · Remote

$30.70 - $51.15/hr

Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to effectively transition the book of business. Engage various ...

LPL Financial

Transition Support Partner

Fort Mill, SC · Remote

$33.77 - $56.25/hr

Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to effectively transition the book of business. Engage various ...

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How much do transition advisor jobs pay per hour?

As of May 29, 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 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.

What are Transition Advisors?

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.
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Transition Advisor jobs near you
Infographic showing various Transition Advisor job openings in the United States as of May 2026, with employment types broken down into 89% Full Time, 9% Part Time, 1% Temporary, and 1% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Advisor Transition Coordinator

Advisor Transition Coordinator

Vicus Capital

State College, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Company Overview:


At Vicus Capital, we’re not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we’re on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture that’s as tight-knit and welcoming as it is high-performing.

We believe in excellence, collaboration, and doing things the right way—and we’re looking for a motivated professional ready to take ownership of their career.

Job Overview:

Vicus Capital is seeking a Advisor Transition Coordinator to join our State College team. The ideal candidate enjoys the technical and logistical challenges of advisor licensing, registration, and software due diligence. You will act as a guardian of our standards, ensuring that our tech stack safeguards client data and that every new advisor’s transition is flawlessly executed. We require exceptional attention to detail, a tech-proactive mindset, and the ability to maintain a high level of professionalism in a fast-paced setting.

Duties and Responsibilities

  • Oversee and execute the registration and licensing of internal and external financial advisors, ensuring all paperwork and staff transfers are handled timely and professionally.
  • Apply regulatory guidelines to the rigorous review of client accounts and the assessment of new technology software.
  • Use resourcefulness and efficiency to manage multiple tasks and track issues through to completion.
  • Collaborate with senior management to facilitate a "seamless" transition and onboarding experience for new staff.

Qualifications

  • Bachelor's degree.
  • Preferred 1–3 years of financial services experience.
  • Must be prepared to obtain the Series 65 Registration within 60 days of employment.
  • Proven ability to manage complex checklists and meet strict deadlines without sacrificing detail.
  • High comfort level with technology, including CRM systems and the full MS Office suite (Word, Excel, PowerPoint, Outlook).
  • Experience conducting deep-dive reviews of third-party vendors (CRM, Portfolio Management tools) to help ensure compliance with SEC Cybersecurity standards.
  • Ability to analyze account applications to ensure proposed strategies align with client risk tolerance and stated goals.

Benefits

We believe great work comes from a great environment. Here’s what you can expect as a valued member of our team

  • This is a full-time in office salaried position; 8:00am – 5:00pm
  • Competitive compensation based on experience
  • 15 days PTO and 5 Sick Days start accruing on Day 1
  • Health, Dental, and Vision Insurance
  • Group life and short-term disability insurance
  • 401(k) plan with a safe harbor employer contribution
  • A supportive, people-first culture where your work is valued and your growth is encouraged


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