Advisor Onboarding & Licensing Specialist

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

Benefits offered by this job

Competitive compensation

15 days PTO and 5 Sick Days

Health, Dental, and Vision Insurance

Group life and short-term disability insurance

401(k) plan with employer contribution

Supportive, people-first culture

Job summary

Vicus Capital, Inc. is seeking an Advisor Onboarding & Licensing Coordinator to join our State College team. In this role, you will coordinate the onboarding and licensing for new financial advisors, ensuring a seamless transition while supporting compliance initiatives.

The candidate should possess a Bachelor’s degree and ideally have 1-3 years of experience in financial services. This full-time position offers a supportive culture, competitive compensation, and great benefits including health insurance and 401(k) plan.

Qualifications

• 1–3 years of financial services experience preferred.
• Proven ability to manage checklists and meet deadlines.
• Self-motivated with ability to work independently.

Responsibilities

• Coordinate onboarding of new financial advisors.
• Assist advisors with licensing and registration paperwork.
• Collaborate with Compliance and Operations teams.

Skills

Relationship management

Detail-oriented analytical work

Customer service

Critical thinking

Technology (CRM systems, MS Office)

Education

Bachelor's degree

Tools

CRM systems

MS Office Suite

Job description

Vicus Capital, Inc. is seeking an Advisor Onboarding & Licensing Coordinator to join our State College team. In this role, you will coordinate the onboarding and licensing for new financial advisors, ensuring a seamless transition while supporting compliance initiatives.

The candidate should possess a Bachelor’s degree and ideally have 1-3 years of experience in financial services. This full-time position offers a supportive culture, competitive compensation, and great benefits including health insurance and 401(k) plan.