← Back to job listings
O
Transitions Partner
Oraclecloud · Dallas, TX, United States
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.
This listing was posted by a verified recruiter at Oraclecloud. Report this listing
JobSpring