Advisor Onboarding Specialist

Kestra Holdings; Austin, Northern (TX, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

401(k) plan

Health insurance

Professional growth

Job summary

Kestra Financial seeks an Onboarding Consultant to manage the transition of new financial advisors and their teams to the Kestra platform. You will serve as the primary point of contact, coordinating tasks across multiple departments to ensure a smooth, timely transfer of books of business.

You will run weekly meetings, educate firms on Kestra policies, and use Salesforce/SharePoint to track progress and documentation. A business degree and 3+ years in financial services are preferred.

Qualifications

• Bachelor’s degree in a business-related field preferred.
• 3 years’ experience in the financial services industry.
• Excellent communication (verbal and written) and time management skills.
• Strong customer service and analytical skills.
• Must manage projects efficiently and meet deadlines.

Responsibilities

• Partner with 5–8 onboarding firms as project manager and primary contact.
• Host weekly Zoom meetings to drive engagement and progress.
• Oversee registration tasks from LOI to graduation for producers and staff.
• Educate representatives on Kestra policies and procedures.
• Leverage Salesforce to track internal tasks and progress.
• Oversee firm-related electronic files in SharePoint for transparency.
• Collaborate with Technology Solutions to resolve integration issues.

Skills

Project management

Client servicing

Communication

Time management

Education

Bachelor’s degree in business

Tools

Salesforce

SharePoint

Zoom

Job description

Kestra Financial seeks an Onboarding Consultant to manage the transition of new financial advisors and their teams to the Kestra platform. You will serve as the primary point of contact, coordinating tasks across multiple departments to ensure a smooth, timely transfer of books of business.

You will run weekly meetings, educate firms on Kestra policies, and use Salesforce/SharePoint to track progress and documentation. A business degree and 3+ years in financial services are preferred.