Looking for something beyond the typical 9–5 grind? At J. Kelly & Associates, we’re hiring! We're searching for driven individuals ready to grow with us—or leverage this experience as a stepping stone to future success. We pride ourselves on promoting from within—every member of our senior leadership team began their journey here as a Transition Specialist.

If you're passionate about travel, open to new challenges, and eager to join a fast-paced team, this could be the opportunity for you.

This is a field-based role that requires travel approximately 95% of the time.

Average annual earnings: $80,000–$110,000

(Hourly pay with overtime)

Position Overview: Transition Specialist (Full-Time, Hourly – Non-Exempt)

In this role, you’ll work directly with financial advisors as they transition between firms. While a background in finance is helpful, it’s not required—we provide the tools and training for you to succeed.

Core Responsibilities:

Lead daily in person meetings with new recruit teams
Open new client accounts
Oversee the transfer of assets between firms
Act as the central point of contact ("Quarterback") for all transition activities.
Leadership abilities and heavy interaction with branch managers, financial advisors and other parties involved in the transition process.
Assist clients with completing paperwork accurately and efficiently
Ensure compliance throughout all phases of the transition process
Provide training to new associates and clients on relevant systems

What We’re Looking For:

A strong willingness to travel extensively (about 95% of the time)
Flexibility to work weekends and extended hours (up to 70–100hours/week during peak periods)
Ability to perform under pressure.
Someone with a positive attitude and can build strong connections with those we work with.
Excellent communication and relationship-building skills.
Demonstrated leadership and team coordination abilities
Experience leading in-person meetings
Comfort with guiding teams through structured processes
Ability to collaborate effectively with financial advisors and support staff

If you’re looking for a dynamic role that keeps you on the move, we’d love to hear from you!

J Kelly & Associates

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Transition Specialist