Onboarding Specialist, Wealth Management Travel-Ready
$65k - $75kWealthy Group of Companies LLC
A leading wealth management firm in Missouri seeks an Onboarding Specialist to ensure a smooth transition for new Financial Advisors. The role combines client service with process management, requiring strong financial services experience and knowledge of account procedures. You will train advisors on platforms and maintain transition tracking metrics. A competitive compensation range of $65,000 to $75,000 is offered with potential for transitioning to full-time employment as the firm grows. #J-18808-Ljbffr
Vacancy posted 4 days ago
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