Advisor Onboarding Specialist – Wealth Management

Level Four Group; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Casual Work Environment

Generous Paid Time Off

Flexible Work Schedule

Great Benefits

Job summary

Level Four Financial is expanding its Advisor Onboarding team in Dallas. The role focuses on moving client books from prior custodians to Level Four and training advisors on the systems needed to succeed.

You will coordinate onboarding and ensure smooth transitions for Financial Advisors joining Level Four, with close collaboration across departments. The position requires 2+ years of Broker/Dealer/RIA/back-office experience, strong MS Office skills, and excellent communication.

Qualifications

• 2+ years of experience in Broker/Dealer/RIA or back-office support.
• Proficient in Microsoft Office Suite and general computer knowledge.
• Strong professional communication (written and verbal) skills.
• Exceptional attention to detail and strong organizational skills.

Responsibilities

• Coordinate onboarding and transition goals for new Financial Advisors.
• Open client investment accounts and initiate asset movement.
• Serve as primary contact for the Advisor Onboarding team.
• Ensure data accuracy across systems and in RJ Advisor Access.
• Train advisors and staff on repapering processes and procedures.
• Maintain ongoing communication with advisors, teams and clients.
• Coordinate steps between recruits and internal departments during onboarding.

Skills

Brokerage exp

MS Office

Communication

Attention to detail

Organizational skills

Initiative

Tools

Raymond James

Fidelity Wealthscape

Schwab Advisor Center

DocuSign

Salesforce

Job description

Level Four Financial is expanding its Advisor Onboarding team in Dallas. The role focuses on moving client books from prior custodians to Level Four and training advisors on the systems needed to succeed.

You will coordinate onboarding and ensure smooth transitions for Financial Advisors joining Level Four, with close collaboration across departments. The position requires 2+ years of Broker/Dealer/RIA/back-office experience, strong MS Office skills, and excellent communication.