Advisor Onboarding Specialist: Transitions & Training

Level Four Group, LLC; Tyrnävä; On-site; EUR 44,000 - 58,000; Full time

Benefits offered by this job

Casual Work Environment

Generous Paid Time Off

Flexible Work Schedule

Great Benefits

And More…

Job summary

Level Four Financial is seeking an Advisor Onboarding Associate to support transitions and onboarding for financial advisors. You will manage client accounts, coordinate with internal teams, and ensure accurate data handling across systems, enabling a smooth move of client books to Level Four.

Ideal candidates bring Broker/Dealer/RIA experience, strong communication, and a proactive mindset to train staff on onboarding processes and repapering steps.

Qualifications

• Experience in Broker/Dealer/RIA industry or back-office support.
• Proficient in Microsoft Office Suite and general computer/software knowledge.
• Strong professional communication (written and verbal) skills.
• Exceptional attention to detail.
• Strong organizational skills and ability to take initiative.

Responsibilities

• Serve as the project coordinator for Level Four Advisor Onboarding team to meet transition/onboarding goals for each Financial Advisor joining Level Four.
• Open client investment accounts and initiate asset movement.
• Act as the point of contact for the Advisor Onboarding team on internal information.
• Ensure data is entered accurately into different systems.
• Accurately perform tasks using RJ Advisor Access system.
• Maintain continuous communication with advisors, team members, and clients as needed.
• Follow onboarding procedures to ensure project completion across departments.
• Train advisors and their staff on systems and procedures in the repapering process.
• Possess critical thinking, analytical and problem-solving skills.

Skills

Broker/Dealer/RIA experience

MS Office proficiency

Professional communication

Attention to detail

Organizational skills

Initiative

Job description

Level Four Financial is seeking an Advisor Onboarding Associate to support transitions and onboarding for financial advisors. You will manage client accounts, coordinate with internal teams, and ensure accurate data handling across systems, enabling a smooth move of client books to Level Four.

Ideal candidates bring Broker/Dealer/RIA experience, strong communication, and a proactive mindset to train staff on onboarding processes and repapering steps.