Senior Onboarding & Field Ops Lead
Kestra Financial, Inc.
Kestra Financial is seeking a Sr. Onboarding Operations Specialist to support new advisor firms entering the Kestra ecosystem. The role is hybrid with about 65% travel for in-person onboarding and 35% back-office processing. You will train advisors on Advisor Complete, assist with account setup, and collaborate with Sales, Trading, and Cashiering to ensure smooth onboarding and accurate documentation. Ideal candidates bring at least 2 years in financial services or onboarding, strong MS Office #J-18808-Ljbffr Kestra Financial, Inc.
Vacancy posted 1 day ago
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