Advisor Onboarding Lead | Wealth Management Platform

Kestra Financial; Austin (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

401(k) and health insurance

Professional growth opportunities

Supportive environment

Job summary

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.

Qualifications

• Bachelor’s degree in a business-related field.
• Minimum 3 years in the financial services industry.
• Strong written and verbal communication and time management.
• Ability to manage projects and meet deadlines.
• Detail-oriented in fast-paced environments.
• Proficient with Outlook, Word, Excel, and PowerPoint.

Responsibilities

• Partner with 5-8 onboarding firms as project manager and primary contact.
• Host weekly Zoom meetings to drive engagement and progress.
• Ensure registration tasks for producers and staff are completed.
• Educate representatives on Kestra policies and procedures.
• Leverage Salesforce to track tasks and progress.
• Oversee SharePoint files for transparency and access.
• Resolve technical, operational, or procedural issues during transition.
• Collaborate with Technology Solutions to resolve system problems.
• Track onboarding progress and report to Head of Onboarding.
• Collect feedback to assess satisfaction and identify improvements.
• Address post-registration concerns and coordinate training.
• Build relationships with internal departments and external partners.
• Support account setup and transfer documentation processing.
• Monitor assets under management and transfers to meet goals.
• Participate in special projects as directed.

Skills

Communication skills

Time management

Customer service

Analytical skills

Financial services knowledge

Independent judgment

MS Office

Project management

Attention to detail

Education

Bachelor’s degree in a business-related field

Tools

Outlook

Word

Excel

PowerPoint

Job description

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.