Onboarding Specialist

A company is looking for an Onboarding & Experience Specialist to support early career financial advisors through a technology-enabled onboarding experience.

Key Responsibilities

Manage the onboarding experience for new advisors, ensuring alignment with training and ecosystem expectations

Serve as the primary resource for new advisors on digital tools and best practices to enhance productivity

Monitor advisor performance and provide coaching to support technology adoption and practice development

Required Qualifications

Bachelor's degree in business, management, education, financial services, or a related field; or equivalent experience

3-5 years of experience in financial services, advisor onboarding, or early career development roles

Familiarity with advisor onboarding processes and early career development expectations

Strong proficiency with financial services technology platforms (e.g., Salesforce, CRM systems)

Ability to analyze performance metrics and identify coaching opportunities