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Advisor Transition Specialist
San Antonio, TX  |  Hybrid, Onsite
Contract Position
It appears that you have already applied to this job.
Applied on September 25, 2022
Job Id #58316 Posted August 16, 2022

Job Description:
  • Administrative support for Advisor Transition to include advisor and staff onboarding and client account transfers.
  • Support activities to drive business results, revenue growth, client experience and efficiencies in practice.
Project related work for FOS group
  • Annuity appointment follow up
  • Daily and Weekly transition email summary delivered to new Advisors
  • SharePoint site organization and filing historical records
  • Support in key tasks related to onboarding new field advisors and staff
  • Complete tasks assigned by leader against deadlines provided
  • Setup locations in client's  systems for our organization partners
  • Client transitions between advisors
Other Job Duties:
  • Duties include typing, filing, answering phones, scheduling, financial record keeping, coordinating meetings and conferences, obtaining supplies and sorting/distributing mail.
  • May work on special projects.
  • 2-5 years of related experience
  • Familiarity with MS Office required
  • Must be able to multi-task and prioritize
  • Strong communication skills and organizational skills are required
  • Experience working in the financial industry as a Client Service Coordinator, Transition Specialist, or Client/Advisor Onboarding would be preferred.

Horizontal is proud to be an Equal Opportunity and Affirmative Action Employer. We seek to provide employment opportunities to talented, qualified candidates regardless of race, color, sex/gender including gender identity and/or expression, national origin, religion, sexual orientation, disability, marital status, citizen status, veteran status, or any other protected classification under federal, state or local law.

In addition, Horizontal will provide reasonable accommodations for qualified individuals with disabilities. If you need to request a reasonable accommodation in order to complete the application or interview process, please contact

All applicants applying must be legally authorized to work in the country of employment.


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Horizontal is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.


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