Onboarding Field Specialist — Training & Ops Travel

Kestra Financial, Inc.; Tempe (AZ); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Sr. Onboarding Operations Specialist who will travel ~65% to deliver hands-on onboarding and training to new advisor firms, while also handling back-office processing about 35% of the time.

This hybrid, client-facing role emphasizes operational accuracy and strong process knowledge to help onboarding succeed. The ideal candidate will be proficient in MS Office, detail-oriented, and capable of independent work.

Qualifications

• High school diploma or equivalent is required.
• Minimum of 2 years of experience in financial services or client onboarding.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication.

Responsibilities

• Travel to advisor offices to deliver hands-on onboarding training and ongoing support.
• Process new accounts, incoming transfers, direct rollovers, and set up key account features.
• Collaborate with internal teams (Sales Supervision, Trading, Cashiering) to ensure smooth account processing.
• Maintain accurate client records in systems such as Laserfiche and others.
• Address advisor inquiries via phone and email regarding account and transfer statuses.

Skills

Attention to detail

Communication skills

Ability to work independently

Task management

Education

High School Diploma

Bachelor's degree preferred

Tools

Laserfiche

MS Office

Job description

Kestra Financial, Inc. is seeking a Sr. Onboarding Operations Specialist who will travel ~65% to deliver hands-on onboarding and training to new advisor firms, while also handling back-office processing about 35% of the time.

This hybrid, client-facing role emphasizes operational accuracy and strong process knowledge to help onboarding succeed. The ideal candidate will be proficient in MS Office, detail-oriented, and capable of independent work.