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SUMMARY:
The Integration Specialist reports to the Integration Team Lead and is primarily responsible for quality document packet and ancillary form preparation, and timely submission and processing to open or transition accounts through funding in contribution to an exceptional Allworth client experience during the New Partner Transition period. The position works closely with our Partnering Firms Servicing Staff, Allworth’s Advisor Enablement and Integrations Team, Integrations Service Administrator, and Custodians.
This is a full-time, Non-Exempt position, that requires in-office work in Folsom, CA. The salary range for this position ranges from $52k - $62k based on the candidates expierence.
DUTIES AND RESPONSIBILITIES:
QUALIFICATIONS:
Full Time
Investment Management
$110k-136k (estimate)
05/31/2024
08/04/2024
allworthfinancial.com
NAPA, CA
100 - 200
1993
Private
$10M - $50M
Investment Management
Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses.
The following is the career advancement route for Integration Specialist positions, which can be used as a reference in future career path planning. As an Integration Specialist, it can be promoted into senior positions as an Integration Engineer V that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Integration Specialist. You can explore the career advancement for an Integration Specialist below and select your interested title to get hiring information.