Job Title: Entry Level Graduates - 90% Travel Required Location: Must reside in St. Louis, MO; Denver, CO; or Charlotte, NC (Remote when not traveling) (IF IN ST. LOUIS, THEY WILL BE HYBRID – 3 DAYS IN OFFICE, 2 DAYS REMOTE)
Start Date: 11/01
Schedule: Monday–Friday with occasional weekends + overtime
Duration: Long-term contract with strong potential for full-time conversion
Overview:
Transition Support Specialists to support the onboarding and transition of financial advisors and their client portfolios. This is a high-visibility, travel-heavy role where you'll play a key part in helping advisors successfully move their business to Client.
This role is a great fit for candidates who are flexible, detail-oriented, and open to extensive travel while building experience within financial services.
What You'll Do:- Travel nationwide to advisor offices to support transitions (up to 90% travel)
- Assist with opening client accounts and transferring client assets
- Prepare and process documentation required for account setup and transitions
- Work directly with financial advisors and their teams onsite
- Ensure all paperwork is accurate, complete, and compliant
- Support and train client associates on processes once established in the role
- When not traveling, assist with remote transition work (account setup, documentation, etc.)
- Partner with internal teams to ensure smooth, timely transitions
Travel & Training Details:- Up to 90% travel required; assignments may last multiple weeks at a time
- Return home on weekends
- Flights and hotels are booked directly by Client
- Meals are expensed and reimbursed
Training:- 4 weeks of onsite training in St. Louis, MO starting July 13
- Weekend travel home is covered by Client, or candidates can choose to stay and have the hotel covered
What We're Looking For:- Strong attention to detail and ability to handle high-volume, process-driven work
- Willingness and ability to travel extensively
- Strong communication skills and professional presence when working onsite
- Ability to manage multiple tasks and meet deadlines
Preferred Backgrounds:- Banking, financial services, or brokerage experience
- Recent graduates open to travel-heavy roles
- Prior Banking experience is a plus
Additional Notes:- Some weekend work and overtime may be required during transitions
- Candidates should have a personal credit card for travel expense reimbursement
- Success in this role is driven by attitude, flexibility, and willingness to learn vs. years of experience
#INDWEST
“ TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!”