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Transition Advisor Jobs (NOW HIRING)

Integritymarketing

Transition Specialist

Urbandale, IA · On-site

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. Essential Job Functions ...

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 ...

Hilltop Holdings

Advisor Transition Specialist

Dallas, TX · On-site

$60K - $65K/yr

The Advisor Transitions Specialist is responsible for new advisor onboarding, training and coordination to ensure successful financial professional transitions within the Momentum Independent Network ...

World Relief

Support staff development in both workforce development practices and academic transition advising, including workforce readiness coaching (SMART goals, wrap around delivery, career development and ...

New

Baird

PWM Transition Specialist

Milwaukee, WI · On-site

As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. This highly visible ...

Robert W Baird & Co

PWM Transition Specialist

As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. This highly visible ...

Equitable

Advisor Transition Manager (HYBRID OR REMOTE)

$70K - $80K/yr

Our Advisor Transition Manager plays a pivotal role in delivering seamless, high-touch onboarding experience for financial advisors joining Equitable Advisors. Acting as a trusted partner and subject ...

Equitable

OR

$70K - $80K/yr

Our Advisor Transition Manager plays a pivotal role in delivering seamless, high-touch onboarding experience for financial advisors joining Equitable Advisors. Acting as a trusted partner and subject ...

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How much do transition advisor jobs pay per hour?

As of Jun 20, 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 jobs pay 2000 a day?

High-paying jobs that can earn $2,000 or more per day include specialized roles such as surgeons, anesthesiologists, corporate lawyers, and senior executives. These positions typically require advanced education, extensive experience, and often involve high levels of responsibility and skill. Freelance consultants or contractors in certain industries may also reach this earning level with significant expertise and client volume.

What is a transition advisor?

A transition advisor is a professional who helps individuals or organizations manage changes, such as career shifts, organizational restructuring, or life transitions. They often provide guidance, planning, and support to ensure smooth adjustments, utilizing skills like counseling, coaching, and strategic planning.

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 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.

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.

Did the US lose 33,000 jobs in June?

As a Transition Advisor, understanding employment trends is important. According to the U.S. Bureau of Labor Statistics, the economy added approximately 339,000 jobs in June, indicating a positive employment growth rather than a loss of 33,000 jobs. Job market data can fluctuate monthly and impact workforce planning and career development strategies.

What job makes 10,000 a month without a degree?

A Transition Advisor typically does not earn $10,000 a month without a degree, as this role usually requires relevant experience and certifications. However, some high-paying sales, real estate, or entrepreneurial roles can reach this income level through commissions and business ownership, often without formal degrees but with strong skills and networks.
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Transition Advisor jobs near you
Infographic showing various Transition Advisor job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 86% Full Time, 10% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Transition Specialist

Integritymarketing

Urbandale, IA • On-site

Full-time

Posted 11 days ago

Job description

The Role

This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition. 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.

Essential Job Functions, other duties assigned

Become the main point of contact for any new reps/advisors to lead them through the on boarding process. Coordinate with business partners to ensure the best customer service to the new registered representative and advisors as well as establishing a training schedule for each of these departments to create a smooth and timely transition.

Assist the new reps and advisors with creating the appropriate form packets to move the book of business to Integrity Wealth. Review newly submitted transitioning account packets for accuracy and completeness and forward appropriately for processing. Assist the transitioning advisor with the change of broker-dealer requests, including maintaining the tracking mechanism and forwarding appropriately for processing.

Create, implement, and maintain a tracking system for all new recruits. Create, implement, and maintain an onboarding process that provides the new representatives/advisors with the white glove service.

Update and maintain all forms with any required changes. Ensure new forms are updated for all locations including the website and workflow systems.

Assist and lead projects to identify and implement improvements for onboarding and transition department.

Knowledge, Skills, and Abilities

Must display Core Values

Ability to prioritize and work in a fast-paced environment

Strong attention to detail

Solid customer service experience

Excellent written and verbal communication skills

Strong knowledge of Microsoft Office

Experience and Education

Experience:

Associate's degree (A. A.) from two-year College and 1 - 3 years related experience and/or training; or two to four years related experience and/or training; or equivalent combination of education and experience.

Must have prior Securities industry experience.

At least 1 year working directly with a broker-dealer, RIA or insurance. Prior customer service and marketing experience is beneficial.

Education:

Associate's degree (A. A.) from a two-year College.

Licensing:

Series 7, 24 and 65/66 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.

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