Advisor Transition & Onboarding Specialist (Hybrid - FTL)

Kovack Financial Network; Fort Lauderdale (FL); Híbrido; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

Healthcare

Vision Insurance

Dental Insurance

Descripción de la vacante

Kovack Financial Network is seeking an Advisor Transition & Onboarding Associate to support onboarding and transitions for new advisors at our Fort Lauderdale HQ. This hybrid role blends in-office collaboration with remote work, requiring proximity to our Fort Lauderdale location for on-site activities.

The candidate should have financial services experience, especially with onboarding, registrations, and custodial platforms, and familiarity with Fidelity, Pershing, and advisor tech ecosystems

Formación

• Bachelor's degree in a related field.
• 3+ years of experience in the financial services industry.
• Experience with advisor onboarding, account opening, registration, and custodial platforms.

Responsabilidades

• Coordinate onboarding and transitions for newly affiliating advisors and staff.
• Serve as primary contact during onboarding and transition.
• Assist advisors with collecting registration, licensing, and compliance information.

Conocimientos

Onboarding

ACAT processing

Broker-Dealer onboarding

Multi-advisor management

Communication

Educación

Bachelor's degree

Herramientas

Microsoft 365

Docupace

Envestnet

Wealthbox CRM

Redtail

Fidelity Wealthscape

Pershing NetX

eMoney/MoneyGuidePro

Descripción del empleo

Kovack Financial Network is seeking an Advisor Transition & Onboarding Associate to support onboarding and transitions for new advisors at our Fort Lauderdale HQ. This hybrid role blends in-office collaboration with remote work, requiring proximity to our Fort Lauderdale location for on-site activities.

The candidate should have financial services experience, especially with onboarding, registrations, and custodial platforms, and familiarity with Fidelity, Pershing, and advisor tech ecosystems