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Field Onboarding & Training Operations Specialist

Kestra Holdings

Kestra Financial, located in Tempe, AZ, seeks a Sr. Onboarding Operations Specialist to support new advisor firms entering the Kestra ecosystem. This hybrid role combines travel to advisor offices with back-office processing, ensuring high-touch onboarding and accurate account setup. You will train advisors on Advisor Complete, assist with onboarding workflows, and collaborate with Sales, Trading, and Compliance to optimize processes while maintaining meticulous records in Laserfiche and related #J-18808-Ljbffr Kestra Holdings

Vacancy posted 2 days ago
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