Advisor Services Associate

Position Title: Advisor Services Associate

Reports to: Vice President

Department: Simplicity Wealth - Advisor Services Group

Location: Bloomington, MN

Classification: Full-time, exempt

Summary / Job Objective: The Advisor Services Associate – Onboarding is a specialized role within the Simplicity Wealth Advisor Services Team. This individual serves as the primary point of contact for new advisory firms, guiding them through the critical phase of transitioning their book of business. You will be responsible for the seamless migration of Assets Under Management (AUM), ensuring a high-touch, white-glove onboarding experience for both advisors and their clients. This position may require 5% travel to assist with Advisor Onboardings.

Primary Responsibilities:

· AUM Transition Management: ...