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Transition Advisor Jobs (NOW HIRING)

Baird

PWM Transition Specialist

Milwaukee, WI · On-site

Be responsible for transitioning veteran Financial Advisors and their support staff to Baird. This includes working with them from day of hire through to their independence in both new and existing ...

Robert W Baird & Co

OR · On-site

Be responsible for transitioning veteran Financial Advisors and their support staff to Baird. This includes working with them from day of hire through to their independence in both new and existing ...

Robert W Baird & Co

PWM Transition Specialist

Be responsible for transitioning veteran Financial Advisors and their support staff to Baird. This includes working with them from day of hire through to their independence in both new and existing ...

Northwestern Mutual

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Financial Advisor (Senior-Level Career Transition)

Stamford, CT · On-site

$123K - $200K/yr

This is not a reset--it's a transition into a career where you can leverage your experience to build a lasting advisory practice. What This Career Looks Like As a Financial Advisor, you will ...

Northwestern Mutual

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Financial Advisor (Senior-Level Career Transition)

Stamford, CT · On-site

$123K - $200K/yr

This is not a reset--it's a transition into a career where you can leverage your experience to build a lasting advisory practice. What This Career Looks Like As a Financial Advisor, you will ...

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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.
PWM Transition Specialist

PWM Transition Specialist

Baird

Milwaukee, WI • On-site

Full-time

Posted 8 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

As a PWM Transition Specialist, you will:
Be responsible for transitioning veteran Financial Advisors and their support staff to Baird. This includes working with them from day of hire through to their independence in both new and existing branch settings. The position also extends to providing support to new branch openings and acquisitions.
  • Build effective relationships with key partners to enhance collaboration and understanding of transition needs and processes.
  • Provide the client with a seamless transition, ensuring proper account setup, while being cognizant of account features, preferences & managed setup to new accounts.
  • Work with clients directly with minimal oversight from Financial Advisor.
  • Utilizes knowledge of firm's products, compliance, and processes to articulate the explanation for certain requirements and policies.
  • Ensure team complies with branch procedures and compliance.
  • Provide accurate and detailed instructions to Transition Process Coordinators regarding process and priority of accounts to be opened.
  • Work with the Financial Advisor and client to rebuild and resume normal business processes.
  • Provide back-up to other teams and branches, when necessary, as well as perform other duties and special projects as necessary.
  • Anticipate and troubleshoot potential issues that may come up while on site. Identify and mitigate in a proactive and positive manner to meet client needs.
  • Proactively seek inefficiencies in the transition process and communicate to the PWM Branch Integration Manager.

What makes this a great opportunity:
  • Significant exposure within the firm with the ability to build and maintain relationships with PWM Leadership, Branch Managers, Client Service Supervisors, and various corporate resource groups.
  • Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • A strong, stable employee-owned firm recognized as a great place to work since 2004.
  • Baird provides significant technology training, plus extensive one-on-one training and support.
  • Keep your airline miles, hotel points, and other perks from travel.

What we look for:
  • Focus on excellent client service.
  • Bachelor's Degree preferred; High School Diploma required.
  • Ability to travel 75% of the time with occasional weekend travel.
  • Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
  • Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information.
  • Detail oriented with an emphasis on accuracy.
  • Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Good analytical and critical problem-solving skills.

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