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Job description
Kestra Financial, Inc. is seeking an Onboarding Consultant to manage the transition of new financial advisors and their teams to Kestra. You will serve as project manager and primary contact for onboarding firms, ensuring timely, compliant transitions and high customer satisfaction.
The role requires coordinating with multiple departments, leveraging Salesforce and SharePoint, and educating advisors on Kestra policies. A collaborative, fast-paced environment with growth opportunities.
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Worksite address
tempe, AZ, 85285, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.