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Financial Advisor Onboarding Consultant
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2026-03-06
Listing for:
Phyton Talent Advisors
Full Time
position Listed on 2026-03-06
Job specializations:
-
Business
Business Development, Business Analyst
Job Description & How to Apply Below
Our Client, is seeking a Financial Advisor Onboarding Consultant in their White Plains, New York location.
What You’ll Do- Support Field Recruiting by assessing candidate compatibility, eligibility, and alignment with company standards
- Partner with General Office Contracting to prepare and process Experienced Professional contract packages
- Develop individualized transition plans for incoming rep-advisors
- Coordinate closely with Broker-Dealer and Wealth Advisory teams to analyze advisor business mix and manage onboarding execution
- Provide logistical support to the Business Transition Lead
- Proactively resolve onboarding and transition issues in partnership with internal and external stakeholders
- Collaborate with Development Managers to coordinate training on products, services, procedures, and policies
- Deliver white-glove service to advisors throughout the transition lifecycle
- Create and maintain dashboards, trackers, and reporting to monitor progress and identify risks
- Compile data-driven insights to evaluate program effectiveness and recommend enhancements
- Maintain strong knowledge of industry trends and internal product offerings
- Bachelor’s degree or equivalent professional experience
- 4–7 years of experience in financial services or insurance
- Experience working with Experienced Financial Professionals or Financial Advisors
- Background in operations, onboarding, project coordination, or transition management
- Advanced Microsoft Excel skills (Pivot Tables, filtering, charting, graphing required)
- Strong PowerPoint and One Note proficiency
- Excellent written and verbal communication skills
- Highly organized, detail-oriented, and able to manage multiple priorities
- Self-starter with strong initiative and executive presence
- Series 6, 63, 65, or 7 licenses are a plus (or equivalent knowledge).
- Life insurance or financial services experience
- Client-facing exposure within the industry
- Strong operational reporting and onboarding experience
- Professional, polished demeanor with comfort working in-office
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