Financial Onboarding Specialist

MOHR Talent; The Woodlands (TX); On-site; USD 41,000 - 48,000; Full time

Job summary

MOHR Talent is seeking a Financial Services Onboarding Specialist to support financial advisors and their teams with onboarding, training, and day-to-day operational support. This role requires extensive travel across the United States (about 65%), with compensation of $30–$35 per hour.

A high school diploma is required; a college degree is preferred. The ideal candidate will travel to advisor offices to provide in-person onboarding and training, assist with account setup and documentation, and

Qualifications

• Approximately 2 years of experience in financial services or client onboarding.
• Willingness and ability to travel approximately 65%.
• Strong Microsoft Office skills, including Word and Excel.
• Excellent communication and client-facing skills.
• Professional, polished, and comfortable training others.
• Strong organization and attention to detail.
• High school diploma or equivalent required
• College degree preferred
• No certifications required

Responsibilities

• Travel to advisor offices and provide in-person onboarding and training
• Train advisors and staff on onboarding processes and systems
• Assist with account setup, transfers, rollovers, and documentation
• Review paperwork for accuracy and completeness
• Answer questions and troubleshoot operational issues
• Communicate with advisors and internal teams by phone and email
• Maintain accurate client records

Skills

Travel coordination

Microsoft Word

Microsoft Excel

Training

Communication

Detail orientation

Education

High school diploma or equivalent

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description

$30 | $35/hour

We’re hiring a Financial Services Onboarding Specialist to support financial advisors and their teams with onboarding, training, and operational support.

IMPORTANT: This role requires approximately 65% travel throughout the U.S.

WHAT YOU’LL DO

• Travel to advisor offices and provide in-person onboarding and training
• Train advisors and staff on onboarding processes and systems
• Assist with account setup, transfers, rollovers, and documentation
• Review paperwork for accuracy and completeness
• Answer questions and troubleshoot operational issues
• Communicate with advisors and internal teams by phone and email
• Maintain accurate client records

WHAT WE’RE LOOKING FOR

• Approximately 2 years of experience in financial services or client onboarding
• Willingness and ability to travel approximately 65%
• Strong Microsoft Office skills, including Word and Excel
• Excellent communication and client-facing skills
• Professional, polished, and comfortable training others
• Strong organization and attention to detail
• High school diploma or equivalent required
• College degree preferred
• No certifications required

Job Description

$30 | $35/hour

We’re hiring a Financial Services Onboarding Specialist to support financial advisors and their teams with onboarding, training, and operational support.

IMPORTANT: This role requires approximately 65% travel throughout the U.S.

WHAT YOU’LL DO

• Travel to advisor offices and provide in-person onboarding and training
• Train advisors and staff on onboarding processes and systems
• Assist with account setup, transfers, rollovers, and documentation
• Review paperwork for accuracy and completeness
• Answer questions and troubleshoot operational issues
• Communicate with advisors and internal teams by phone and email
• Maintain accurate client records

WHAT WE’RE LOOKING FOR

• Approximately 2 years of experience in financial services or client onboarding
• Willingness and ability to travel approximately 65%
• Strong Microsoft Office skills, including Word and Excel
• Excellent communication and client-facing skills
• Professional, polished, and comfortable training others
• Strong organization and attention to detail
• High school diploma or equivalent required
• College degree preferred
• No certifications required

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

Job Summary

Published: 9/25/2026

Type: Contract To Hire

Category: Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

Get In Touch

5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126