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Advisor Transition & Onboarding Specialist
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2026-08-23
Listing for:
Kovack Financial Network
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Kovack Financial Network seeks an Advisor Transition & Onboarding Associate to support onboarding and transitions for financial advisors joining the firm. You will work with advisors, operations, compliance, technology, and custodial partners to ensure a smooth affiliation process.
The role requires experience in the financial services industry, familiarity with advisor onboarding, account opening, and custodial platforms such as Fidelity, Pershing, and related ecosystems.
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