About this opportunity
Kestra Holdings lists this Advisor Onboarding Specialist opportunity in austin, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Kestra Financial seeks an Onboarding Consultant to manage the transition of new financial advisors and their teams to the Kestra platform. You will serve as the primary point of contact, coordinating tasks across multiple departments to ensure a smooth, timely transfer of books of business.
You will run weekly meetings, educate firms on Kestra policies, and use Salesforce/SharePoint to track progress and documentation. A business degree and 3+ years in financial services are preferred.
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Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.