About this opportunity
Kestra Financial, Inc. lists this Onboarding Success Lead for Financial Advisors opportunity in austin, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Kestra Financial, Inc. is seeking an Onboarding Consultant to manage the transition of new financial advisors and teams to Kestra. You will coordinate with 5-8 onboarding firms, act as project manager, and ensure a seamless, referrable experience from LOI to graduation.
You will lead weekly Zoom sessions, educate staff on policies, and collaborate with multiple Kestra departments to resolve issues and drive successful transitions.
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Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.