Financial Advisor Transition Consultant

Company: AppleOne
Location: Denver
Posted on: January 20, 2026

Job Description:

Job Description Job Description Job Title: Financial Advisor Transition Consultant Schedule: Business Standard Hours Duration: Contract role, likely to extend Pay Rate: $21.38/hr Location: This role is tied to a requisition based in Denver. Initial training will take place on site in Denver, CO for approximately one month. Following training, the position will be fully remote and based out of Texas. Please note that the role requires approximately 90% travel. Key Responsibilities Serve as the primary relationship manager for Financial Advisors during their transition to Wells Fargo Wealth & Investment Management. Lead and coordinate all phases of the transition process, including planning, execution, and post-transition support. Travel extensively to meet with Financial Advisors, branch teams, and key stakeholders to ensure smooth and successful transitions. Act as a liaison between Financial Advisors and internal partners (operations, compliance, technology, legal, and onboarding). Educate Financial Advisors on Wells Fargo platforms, policies, processes, and available resources. Track transition milestones, identify risks, and proactively resolve issues to minimize client impact Maintain detailed documentation, reporting, and status updates for each transition. Ensure all transition activities comply with regulatory, legal, and Wells Fargo policies. Deliver a high-touch, consultative experience that reinforces advisor confidence and client satisfaction. Required Qualifications Bachelor’s degree or equivalent professional experience. Strong communication, organization, and stakeholder management skills. Proven ability to work independently and manage multiple transitions simultaneously. Willingness and ability to travel extensively (approximately 90%). Must possess and maintain a personal credit card for business travel and expenses (reimbursed per company policy). Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023 -06/22- 088_EEOC_KnowYourRights6.12.pdf The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay - transp_%20English_formattedESQA508c.pdf For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e- verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 8824 Company Description This company offers growth and a great group of people to work with. Company Description This company offers growth and a great group of people to work with.

Keywords: AppleOne, Highlands Ranch , Financial Advisor Transition Consultant, Accounting, Auditing , Denver, Colorado