Transition Specialist

Pomona; Florida; On-site; USD 80,000 - 110,000; Full time

Job summary

J. Kelly & Associates is seeking a Transition Specialist (Full-Time, Florida resident). You will open new accounts, oversee asset transfers, and train clients on new systems, acting as the lead coordinator for seamless advisor transitions.

This field-based role requires travel ~95% of the time, including weekends and extended hours during peak periods, with a focus on regulatory compliance and relationship building across stakeholders.

Qualifications

• Availability to travel ~95% of the time.
• Experience opening new client accounts and onboarding processes.

Responsibilities

• Facilitate daily in-person meetings with incoming recruit teams to ensure a smooth onboarding experience
• Open and establish new client accounts in accordance with firm procedures
• Manage and oversee the transfer of client assets between firms with accuracy and compliance
• Serve as the primary point of contact coordinating all transition-related activities across stakeholders
• Build and maintain productive relationships with branch managers, financial advisors, and all parties involved in the transition process
• Guide clients through required documentation, ensuring paperwork is completed accurately and in a timely manner
• Uphold regulatory and firm compliance standards throughout all phases of each transition
• Deliver training to new associates and clients on relevant platforms and internal systems

Skills

Travel readiness

Strong communication

Leadership

Stakeholder coordination

Client onboarding

Team collaboration

Job description

Transition Specialist at J. Kelly & Associates

Location: Field-Based (90% Travel Required - Must be a Florida Resident)

Compensation: $80k - $110k (Hourly + OT)

Looking for something beyond the typical 9-5 grind? At J. Kelly & Associates, we’re hiring! We’re searching for driven individuals ready to grow with us or leverage this experience as a stepping stone to future success. We pride ourselves on promoting from within—every member of our senior leadership team began their journey here as a Transition Specialist.

If you’re passionate about travel, open to new challenges, and eager to join a fast-paced team, this could be the opportunity for you.

Position Overview: Transition Specialist (Full-Time, Hourly - Non-Exempt, Florida Resident)

You are the face of the transition. You’ll be on the ground opening new accounts, overseeing asset transfers, and training clients on new systems. You aren't just "support" you are the lead coordinator making sure the move for the financial advisor is seamless.

Core Responsibilities:

• Facilitate daily in-person meetings with incoming recruit teams to ensure a smooth onboarding experience
• Open and establish new client accounts in accordance with firm procedures
• Manage and oversee the transfer of client assets between firms with accuracy and compliance
• Serve as the primary point of contact ("Quarterback") coordinating all transition-related activities across stakeholders
• Build and maintain productive relationships with branch managers, financial advisors, and all parties involved in the transition process
• Guide clients through required documentation, ensuring paperwork is completed accurately and in a timely manner
• Uphold regulatory and firm compliance standards throughout all phases of each transition
• Deliver training to new associates and clients on relevant platforms and internal systems

What We’re Looking For:

• A road-ready professional eager to embrace an on-the-go lifestyle, with availability to travel approximately 95% of the time
• Adaptability to work weekends and extended hours, including up to 70-100 hours per week during peak periods
• A calm, solutions-oriented mindset that thrives under pressure and tight deadlines
• A natural connector who builds authentic, lasting relationships with colleagues and partners alike. Exceptional interpersonal and communication skills
• Proven ability to lead, motivate, and coordinate teams toward shared goals
• Confidence facilitating and leading in-person meetings and group discussions
• A collaborative spirit with experience working alongside financial advisors and support staff to drive results

If you’re looking for a dynamic role that keeps you on the move, we’d love to hear from you!