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Transition Financial Advisors Jobs (NOW HIRING)

Savant Insights

Financial Advisors

Lewes, DE · On-site

$150K - $175K/yr

C. In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner ... Savant provides structured transition guidance, including compliance and legal coordination support ...

Savant Wealth Management

Financial Advisors

Rockford, IL · On-site

C. In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner ... Savant provides structured transition guidance, including compliance and legal coordination support ...

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Transition Financial Advisors information

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$36K

$102.1K

$144K

How much do transition financial advisors jobs pay per year?

As of Jun 6, 2026, the average yearly pay for transition financial advisors in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are some common challenges Transition Financial Advisors face when moving between firms or client bases?

Transition Financial Advisors often encounter challenges such as managing client retention, transferring client records and assets in compliance with industry regulations, and adapting to new firm policies or technology platforms. Building trust with clients during the transition period is crucial, as clients may have concerns about changes in service or investment strategy. Advisors also need to quickly learn new internal processes and integrate into a different team culture while maintaining high service standards.

What are Transition Financial Advisors?

Transition Financial Advisors are professionals who specialize in helping clients manage their financial affairs during significant life changes, such as retirement, divorce, inheritance, or career shifts. They provide guidance on investment strategies, tax planning, estate planning, and budgeting tailored to the client’s new circumstances. Their goal is to ensure financial stability and help clients make informed decisions during periods of transition.

What is the difference between Transition Financial Advisors vs Financial Planners?

AspectTransition Financial AdvisorsFinancial Planners
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, advisory firms, or independentIndependent or firm-based, client-facing
Primary FocusTransitioning clients, estate or business changesComprehensive financial planning, investments

Transition Financial Advisors and Financial Planners often share certifications like CFP or ChFC and work in similar environments. However, Transition Financial Advisors specialize in guiding clients through specific financial transitions, such as estate or business changes, while Financial Planners provide broad, ongoing financial planning services. Both roles require similar credentials but serve different client needs.

What are the key skills and qualifications needed to thrive as a Transition Financial Advisor, and why are they important?

To thrive as a Transition Financial Advisor, you need a strong background in financial planning, investment strategies, and client relationship management, often supported by certifications such as CFP or Series 7/63 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management systems is typically required. Excellent communication, adaptability, and problem-solving skills help you guide clients through financial transitions and build trust. These capabilities are essential for providing seamless client experiences and ensuring successful transitions of assets and relationships.
Infographic showing various Transition Financial Advisors job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Voya Financial Advisors Independence

Voya Financial Advisors Independence

Voya Financial Advisors

Independence, OH • On-site

Other

Medical, Life, Retirement

Posted yesterday

Voya Financial rating

7.7

Company rating: 7.7 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

97th of 138 rated financial services

Job description

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Independence area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b)/457 enrollment, retail wealth management, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

To be eligible for the Financial Professional role, candidates must possess the following qualifications:

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred

  • Securities registrations Series 7, 65 & 66 preferred

  • Life & Health Insurance Licenses

  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:

  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))

  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents

  • Territory management and business development

  • Relationship building

  • Fund knowledge and product/pricing knowledge

At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success including:

  • Full access to the Voya brand

  • Access to existing client base

  • Wide array of financial products

  • Technology and systems to enable you to efficiently manage your clients financial information and plans

  • Turnkey marketing services

  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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