Advisor Onboarding & Licensing Program Lead

JPMorganChase; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a professional to join the Advisor Onboarding Team in Columbus, Ohio. The role involves managing a centralized onboarding program for newly hired Advisors, ensuring a seamless onboarding experience. Ideal candidates will have a background in financial services, excellent communication skills, and a strong focus on customer support. This position includes benefits such as comprehensive health care and retirement planning.

Qualifications

• 3+ years of brokerage/financial services industry experience.
• Detail oriented with strong analytical/problem solving skills.
• Excellent oral and written communication skills.

Responsibilities

• Support candidates as their single point of contact through onboarding.
• Coordinate with various departments to ensure onboarding processes.
• Schedule licensing exams and monitor advisor progress.

Skills

Brokerage/financial services experience

Customer-focused

Detail oriented

Organizational skills

Strong interpersonal skills

Process improvement

Communication skills

Data analysis

Strong Excel skills

Proficiency in Microsoft Office

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

A leading financial services firm is seeking a professional to join the Advisor Onboarding Team in Columbus, Ohio. The role involves managing a centralized onboarding program for newly hired Advisors, ensuring a seamless onboarding experience. Ideal candidates will have a background in financial services, excellent communication skills, and a strong focus on customer support. This position includes benefits such as comprehensive health care and retirement planning.