Job Title: Transition Support Associate

Company Overview: At Independent Financial Partners, we prioritize the advisor-client relationship and uphold the highest standards in offering personalized financial guidance. Our extensive network supports hundreds of financial advisors, benefiting from our innovative and advisor-centric approach.

Job Summary: The Transition Support Associate plays a pivotal role in welcoming advisors to our firm. You will be one of the primary points of contact for new advisors, helping them navigate the transition process smoothly and efficiently with a primary focus on moving accounts and assets. This entry-level position is ideal for enthusiastic, service-oriented individuals looking to grow their career in financial services, with a particular focus on utilizing Microsoft Excel for data management and becoming an expert on the process of re-papering accounts at var...