Transition Specialist

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!