Onboarding Consultant

Lead with Purpose. Partner with Impact. Manage and oversee the successful transition of new financial advisors and their teams to Kestra Financial Inc.

Requirements

• Bachelor’s degree in a business-related field preferred
• 3 years’ experience in the financial services industry
• Excellent communication (verbal and written) and time management skills
• Strong customer service and analytical skills
• Intermediate financial services industry knowledge and/or experience

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses