Advisor Onboarding Lead | Wealth Management Platform
Kestra Financial
Kestra Financial is seeking an Onboarding Consultant to manage the transition of new financial advisors and teams. You will partner with onboarding firms, run weekly meetings, and drive timely completion of registrations from LOI to graduation, ensuring smooth adoption of Kestra processes and tools. You will educate advisors on policies, leverage Salesforce, and collaborate across departments to resolve issues, improving the transition experience for clients and firms alike. #J-18808-Ljbffr Kestra Financial
Vacancy posted 3 days ago
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