Senior Onboarding & Field Ops Lead
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-08-24
Listing for:
Kestra Financial, Inc.
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Services, Office Administrator/ Coordinator
Job Description & How to Apply Below
Kestra Financial is seeking a Sr. Onboarding Operations Specialist to support new advisor firms entering the Kestra ecosystem. The role is hybrid with about 65% travel for in-person onboarding and 35% back-office processing.
You will train advisors on Advisor Complete, assist with account setup, and collaborate with Sales, Trading, and Cashiering to ensure smooth onboarding and accurate documentation. Ideal candidates bring at least 2 years in financial services or onboarding, strong MS Office
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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