Referral Channel & Onboarding Specialist
$65k - $70kFocus Partners LLC
Focus Partners seeks a Referral Channel Specialist to collaborate with BDOs and Advisor Teams, driving a scalable referral process for Schwab and Fidelity programs. The role emphasizes onboarding accuracy, timely communications, and strong client experiences. Hybrid schedule available; 3 days in office weekly, with option for remote days. Base pay ranges from $65,000 to $70,000 annually, plus bonus potential and comprehensive benefits. #J-18808-Ljbffr Focus Partners LLC
Vacancy posted 4 days ago
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