Advisor Onboarding Specialist
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-08-30
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-08-30
Job specializations:
-
Business
Business Administration, Office Administrator/ Coordinator -
Finance & Banking
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
Kestra Financial seeks an Onboarding Consultant to manage the transition of new financial advisors and their teams to the Kestra platform. You will serve as the primary point of contact, coordinating tasks across multiple departments to ensure a smooth, timely transfer of books of business.
You will run weekly meetings, educate firms on Kestra policies, and use Salesforce/SharePoint to track progress and documentation. A business degree and 3+ years in financial services are preferred.
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