Wealth Advisory Onboarding and Transition Analyst

Job Summary

  • Salary:

    $23.57 - $34.20 USD per hour

  • Benefits:

    Health Insurance, Dental Insurance, Vision Insurance, Parental Leave, Gym / Health Stipend, Retirement Savings, Education Assistance, Disability

  • Location:

    Omaha, NE

  • Type:

    Full-time

  • Categories:

    Analyst, Data Analyst

  • Company:

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  • Summary:

    Provide back-office support to financial advisors, drive the client onboarding process, and ensure timely account setup while maintaining effective communication and service throughout the transition of new wealth management teams.

  • Job Description

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