Advisor Onboarding and Licensing Coordinator

Vicus Capital; State College (Centre County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

15 days PTO

Health, Dental, and Vision Insurance

401(k) plan with employer contribution

Job summary

Vicus Capital in State College, PA is seeking an Advisor Onboarding & Licensing Coordinator to ensure an exceptional onboarding experience for new financial advisors. This full-time position involves coordinating licensing and registration processes, alongside supporting compliance initiatives.

The ideal candidate should possess a Bachelor’s degree and strong customer service skills, with an emphasis on detail-oriented work and the ability to manage multiple priorities efficiently. Join our supportive culture where your growth is encouraged!

Qualifications

• Bachelor’s degree required.
• Preferred 3+ years of financial services experience.
• Proven ability to manage complex tasks and meet deadlines.

Responsibilities

• Coordinate onboarding and transition of new financial advisors.
• Assist in licensing and registration paperwork.
• Identify opportunities to improve onboarding processes.
• Collaborate with various departments to enhance advisor experience.

Skills

Customer service skills

Critical thinking

Technology proficiency

Problem-solving abilities

Education

Bachelor's degree

Tools

CRM systems

MS Office Suite

Job description

Company Overview

AtVicus Capital, we are not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we are on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry‑leading advisory platforms and a team culture that’s as tight‑knit and welcoming as it is high‑performing.

We believe in excellence, collaboration, and doing things the right way and were looking for a motivated professional ready to take ownership of their career.

Job Overview

Vicus Capital is seeking an Advisor Onboarding & Licensing Coordinator to join our State College team. This role is responsible for delivering an exceptional onboarding experience for new financial advisors while coordinating licensing, registration, and transition activities across our lines of business.

In addition to advisor onboarding, this position helps support a variety of compliance and due diligence initiatives that help ensure the firm meets its regulatory obligations and maintains high service standards. The ideal candidate enjoys balancing relationship management with detail‑oriented analytical work and is comfortable managing multiple priorities in a fast‑paced environment.

This is an excellent opportunity for someone looking to build a long‑term career in financial services advisor support and compliance.

Duties and Responsibilities

• Coordinate the onboarding and transition of new financial advisors to the firm, serving as a primary point of contact throughout the process.
• Assist advisors in preparing, reviewing, and submitting licensing and registration paperwork for financial regulatory entities and insurance registrations.
• Assist existing advisors with licensing and registration.
• Identify opportunities to improve onboarding workflows and operational efficiency.
• Collaborate with Compliance, Operations, Business Development, and senior leadership to provide a seamless advisor experience.
• Assist with various compliance projects such as the account opening process, due diligence reviews, and special projects as assigned.

Qualifications

• Bachelor’s degree.
• Preferred, but not required, 13 years of financial services experience.
• Proven ability to manage complex checklists and meet strict deadlines without sacrificing detail.
• High comfort level with technology, including CRM systems and the full MS Office suite (Word, Excel, PowerPoint, Outlook).
• Strong critical thinking and problem‑solving abilities.
• Excellent customer service and interpersonal skills.
• Ability to maintain confidentiality and exercise sound judgment.
• Self‑motivated with the ability to work independently and as part of a collaborative team.

Success in this role requires someone who enjoys organizing complex processes, working directly with financial professionals, and ensuring every detail is completed accurately. No two days are exactly alike, making this an excellent opportunity for someone who enjoys variety while developing expertise in financial services operations and compliance.

Benefits

We believe great work comes from a great environment. Here’s what you can expect as a valued member of our team.

• This is a full‑time in‑office salaried position; 8:00 am‑5:00 pm.
• Competitive compensation based on experience.
• 15 days PTO and 5 Sick Days start accruing on Day 1.
• Health, Dental, and Vision Insurance.
• Group life and short‑term disability insurance.
• 401(k) plan with a safe harbor employer contribution.
• A supportive, people‑first culture where your work is valued and your growth is encouraged.