Entry Level Graduates – 90% Travel Required – Remote

Employee Relations Associates, Inc.; Charlotte (NC); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Employee Relations Associates, Inc. is seeking Entry Level Graduates for a travel-heavy role supporting the onboarding and transition of financial advisors and client portfolios. This position requires up to 90% travel nationwide, with remote work when not traveling, and an initial onsite training period.

Candidates should be flexible, detail-oriented, and comfortable with extensive travel while gaining experience in financial services. Location options include St.

Qualifications

• 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

Responsibilities

• 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

Skills

Attention to detail

Willingness to travel

Communication skills

Multitasking

Job description

Entry Level Graduates – 90% Travel Required – Remote

Job Description

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

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.

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

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

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 Bankingexperience is a plus

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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