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!
