Job Details

Job description

THIS IS NOT A REMOTE POSITION!!!! We currently do not have remote positions available. All positions will require frequent travel.

Not liking the traditional monotonous 9-5? J. Kelly & Associates is hiring! We're looking to find associates that will grow with us and/or use the platform to propel them into future success. We love to promote from within and our entire senior leadership team started as Transition Specialists. If you have the desire to travel all across the United States and are willing to commit to our requirements, this might be a great fit for you!

The job-

Full-time, non-exempt employee- an hourly position. Employees will be paid an hourly rate while deployed on a job, and overtime will be paid in accordance with the employee's state of residence.

• You will assist and lead transitioning financial advisors from one financial firm to another. A financial background is helpful, but not a requirement.

Daily tasks involve -

• Morning meetings (in-person or via zoom) with the new recruit team
• Opening new client accounts
• Moving assets from contra firm to new firm
• Being vocal and asserting yourself as the "Quarterback" for the transition
• Assisting the financial advisor's clients with new documents and questions in regards to moving their accounts
• Working with vendors to ensure correct and compliant completion of all tasks necessary to move over the advisors' book of business

Requirements -

• Ability to work onsite frequently. We work onsite and travel 90% of the time. Limited remote opportunities are currently available. (NOT A REMOTE POSITION.)
• Ability to travel frequently for extended periods of time (away from home for extended periods of time).
• Able to work weekends and over 40 hours per week (depending on work flow). Could work 70-90 hours per week on certain occasions.
• Aptitude for assisting and working cohesively with financial advisors and their assistants
• Leadership skills, and ability to direct the firm and advisors with our transition system
• Communication skills, and capacity to maintain relationships with the new recruit team and supporting branch
• Management skills, hosting in-person/Zoom meetings with new recruit team and supporting branch
• Assisting with training new associates and clients on their new systems