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FINANCIAL ADVISOR TRANSITION & ONBOARDING MANAGER
Serve as the main point of contact and project manager for advisors transitioning to XYPN Sapphire. Create a personalized onboarding plan for each advisor, working to uncover their individual needs and ensuring we can meet them. S...
| Company | Xy Planning Network |
|---|---|
| Address | Bozeman, MT |
| Category | Accounting/Finance |
| Job type | Full-Time |
| Date Posted | 2 months ago See detail |
Financial Advisor Transition & Onboarding Manager
Xy Planning Network
Bozeman, MT
Serve as the main point of contact and project manager for advisors transitioning to XYPN Sapphire. Create a personalized onboarding plan for each advisor, working to uncover their individual needs and ensuring we can meet them. S...
2 months ago seen See more...
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