Advisor Onboarding & Transition Specialist

Cambridge Investment Research, Inc.; Iowa, Northern (LA, KY); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Premium benefits package

Paid time off: vacation & sick leave

401K with company match

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. seeks an Advisor Onboarding Consultant to guide new financial professionals through transition, training, and ongoing support.

You will build relationships, tailor transition plans, and coordinate with multiple departments to ensure a smooth onboarding and compliance with company procedures. Responsibilities include delivering training, maintaining materials, answering inquiries promptly, and identifying process improvements to enhance efficiency and customer

Qualifications

• Two or more years of related experience, education, and/or training.

Responsibilities

• Build relationships with financial professionals and explain company procedures clearly.
• Review business mix to tailor transition plan and support a smooth onboarding.
• Coordinate with departments and connect professionals to internal resources.
• Organize, prepare and deliver trainings on products, services, and policies.

Skills

Reading & interpreting docs

Report writing

Mathematical calculations

Problem solving

Database software

Written & verbal communication

Self-motivation & independence

Organization & time management

Education

Two+ years related experience/education

Tools

Database software

Email

Internet software

Spreadsheets & macros

Word processing

Proprietary software

Job description

Cambridge Investment Research, Inc. seeks an Advisor Onboarding Consultant to guide new financial professionals through transition, training, and ongoing support.

You will build relationships, tailor transition plans, and coordinate with multiple departments to ensure a smooth onboarding and compliance with company procedures. Responsibilities include delivering training, maintaining materials, answering inquiries promptly, and identifying process improvements to enhance efficiency and customer