layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Wealth Management Advisor Onboarding Transition Specialist
Chicago, IL; Chicago Office; New York City, NY
Source: Cerity Partners careers · View original posting
- Pay
- Compensation Range: $100,000 - $120,000
- Employment
- full time
Employer job description
From Cerity Partners's posting. “We” and “our” refer to the employer.
Position Overview:
The Advisor Onboarding Transition Specialist ensures a seamless transition for newly acquired advisors during their first four months at Cerity Partners. This role manages client data migration, system setup, training coordination, and operational integration—serving as the primary liaison between new advisors and centralized service teams.