Advisor Onboarding & Relationship Manager

Integrity Marketing Group; Austin (TX); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Integrity Marketing Group in Dallas, TX seeks a Rep Relationship Manager to guide new financial representatives from recruiting through onboarding. You will support onboarding, deliver training on policies and processes, and coordinate with the recruiting team to keep stakeholders aligned.

The role emphasizes accuracy, compliance, and a client-first mindset within a fast-growing network of advisors. The position requires at least 6 years in broker-dealer, RIA or insurance environments, a

Formación

• Minimum of 6 years working directly with a broker-dealer, RIA or insurance industry experience.
• Bachelor's degree from four-year college and 6-8 years related experience and/or training; or equivalent combination of education and experience.
• Series 7 and 65/66 preferred.

Responsabilidades

• Manage the relationship of new financial representatives to Integrity from the beginning of the recruiting process through the transition on-boarding process.
• Deliver customized and on-demand training and education to firms on policies, procedures, and processes for new firms joining Integrity Wealth.
• Assist and lead projects to identify and implement improvements for onboarding and transition department.
• Assist & coordinate with the Integrity Recruiting team with updates, status and proactive follow up’s
• Assist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth.
• Other duties as assigned

Conocimientos

Communication skills

Customer service

Attention to detail

Prioritization

Time management

Educación

Bachelor's degree

Herramientas

Series 7

Series 65/66

Descripción del empleo

Integrity Marketing Group in Dallas, TX seeks a Rep Relationship Manager to guide new financial representatives from recruiting through onboarding. You will support onboarding, deliver training on policies and processes, and coordinate with the recruiting team to keep stakeholders aligned.

The role emphasizes accuracy, compliance, and a client-first mindset within a fast-growing network of advisors. The position requires at least 6 years in broker-dealer, RIA or insurance environments, a