Wealth Management Onboarding Specialist

BML Wealth Management; Irvine (CA); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Group Life and AD&D insurance

401k with company match

PTO + birthday off

Wellness benefits

Hybrid Schedule

Job summary

BML Wealth Management in Irvine, CA is seeking a proactive New Business Specialist to guide the onboarding of new clients. You will work with financial advisors and support teams to complete applications for annuities, life insurance and AUM, ensure accurate documentation, and maintain compliant, high‑quality service.

The role requires a Bachelor’s degree (preferred), 2+ years in financial services, strong communication, organization and CRM experience (Redtail).

Qualifications

• Bachelor’s Degree preferred.
• 2+ years’ experience in the financial industry.
• Proficient with CRM systems (Redtail) and Microsoft Office.
• Strong communication, organization and time management.
• Collaborative, with high level of integrity and confidentiality.

Responsibilities

• Deliver a seamless onboarding experience for new clients.
• Complete and process new client applications (annuities, life insurance, AUM).
• Oversee licensing and appointments for state and carriers.
• Create client files for each new account and maintain records.
• Meet with prospects/clients for paperwork processing and sign‑offs.
• Resolve issues related to new accounts and transfers.
• Conduct rollover calls and complete ERISA paperwork.
• Track pending business using the tracker and update clients regularly.
• Add insurance accounts to Redtail and maintain electronic filing.
• Support at off‑site seminars and events.

Skills

Communication skills

Customer service

Organizational skills

Independent worker

Team collaboration

Education

Bachelor’s Degree

Tools

Redtail CRM

Microsoft Office

Job description

BML Wealth Management in Irvine, CA is seeking a proactive New Business Specialist to guide the onboarding of new clients. You will work with financial advisors and support teams to complete applications for annuities, life insurance and AUM, ensure accurate documentation, and maintain compliant, high‑quality service.

The role requires a Bachelor’s degree (preferred), 2+ years in financial services, strong communication, organization and CRM experience (Redtail).