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Transitions Partner

Oraclecloud · Dallas, TX, United States

Quick applyFull-time1 day ago

About The Role

The Transition Partner is responsible for the direct contact and communication with high-value prospects and newly affiliated high-value advisors, transitioning their practice to Cetera Wealth Services/NFS. This person is the quarterback who oversees all aspects of the transition, delivering an unparalleled, white glove experience. This position is hybrid and will require being in the office 2-3 days a week.

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