JobMesh

Advisor Transition Specialist

Hilltop Holdings · Dallas, Texas, US

HilltopSecurities is looking to hire an Advisor Transitions Specialist. The Advisor Transitions Specialist is responsible for new advisor onboarding, trainin...

Job description

HilltopSecurities is looking to hire an Advisor Transitions Specialist. The Advisor Transitions Specialist is responsible for new advisor onboarding, training and coordination to ensure successful financial professional transitions within the Momentum Independent Network (MIN) and Private Client Group (PCG). The position will process a variety of non-routine transactions and handle escalated issues or problems related to transitioning a new Advisor to HTS/MIN. At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else. - Wo...