Entry Level Graduates - 90% Travel Required - Remote

Job Title: Entry Level Graduates - 90% Travel Required 
Location: Must reside in St. Louis, MO; Denver, CO; or Charlotte, NC (Remote when not traveling) (IF IN ST. LOUIS, THEY WILL BE HYBRID – 3 DAYS IN OFFICE, 2 DAYS REMOTE)
Start Date: 11/01
Schedule: Monday–Friday with occasional weekends + overtime
Duration: Long-term contract with strong potential for full-time conversion
 

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Overview:
Transition Support Specialists to support the onboarding and transition of financial advisors and their client portfolios. This is a high-visibility, travel-heavy role where you'll play a key part in helping advisors successfully move their business to Client.
This role is a great fit for candidates who are flexible, detail-oriented, and open to extensive travel while building experience within financial services.

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What You'll Do:

• Travel nationwide to advisor offices to support transitions (up to 90% travel)
• Assist with opening client accounts and transferring client assets
• Prepare and process documentation required for account setup and transitions
• Work directly with financial advisors and their teams onsite
• Ensure all paperwork is accurate, complete, and compliant
• Support and train client associates on processes once established in the role
• When not traveling, assist with remote transition work (account setup, documentation, etc.)
• Partner with internal teams to ensure smooth, timely transitions

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Travel & Training Details:

• Up to 90% travel required; assignments may last multiple weeks at a time
• Return home on weekends
• Flights and hotels are booked directly by Client 
• Meals are expensed and reimbursed

Training:

• 4 weeks of onsite training in St. Louis, MO starting July 13
• Weekend travel home is covered by Client, or candidates can choose to stay and have the hotel covered

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What We're Looking For:

• Strong attention to detail and ability to handle high-volume, process-driven work
• Willingness and ability to travel extensively
• Strong communication skills and professional presence when working onsite
• Ability to manage multiple tasks and meet deadlines

Preferred Backgrounds:

• Banking, financial services, or brokerage experience
• Recent graduates open to travel-heavy roles
• Prior Banking experience is a plus

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Additional Notes:

• Some weekend work and overtime may be required during transitions
• Candidates should have a personal credit card for travel expense reimbursement
• Success in this role is driven by attitude, flexibility, and willingness to learn vs. years of experience

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