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Advisor Onboarding Associate

Level Four Group

Dallas, Texas • Today

Full-time

Urgent openings for SuccessFactors, Recruiting, Onboarding, Employee Central - Remote

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USD 192,000.00 - 240,000.00 per year

Senior Manager, Engineering - Onboarding

Circles Inc.

Remote or San Francisco, California • Today

Full-time

USD 217,500.00 - 264,167.00 per year

Job Details

Skills

Supervision
Management
Facilitation
Finance
Training
Critical Thinking
Analytical Skill
Problem Solving
Conflict Resolution
Onboarding
RIA
Back Office
Microsoft Office
Communication
Attention To Detail
Organizational Skills
Salesforce.com
Business Analysis
Business Analytics

Summary

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More...

Come take your career path to the next level!

The Advisor Onboarding Associate performs tasks under the supervision of the Onboarding Transition Manager, and/or Managing Director of Advisor Operations. This role is responsible for client/advisor service activities from the Advisor Onboarding and Operations perspective. While providing exceptional client/advisor experience during transition period, this position focuses in facilitating the move of Advisor's client book from prior custodian to Raymond James and training on the systems needed to be a successful Advisor at Level Four Financial.

Essential responsibilities and tasks of the Advisor Onboarding Associate are:

Serve as the project coordinator for Level Four Advisor Onboarding team to meet the transition/onboarding goals set forth for each Financial Advisor joining Level Four
Open client investment accounts and initiate asset movement.
Serve as the point of contact for the Advisor Onboarding team on any internal information
Ensure data is entered accurately into different systems
Accurately perform tasks utilizing RJ Advisor Access system
Maintain continuous communication with advisors, team members, and clients as needed
Follow and monitor Onboarding procedures to ensure project completion: Work with various departments to coordinate successful transition/onboarding; Coordinate proper transition steps between the recruit and internal departments
Training advisors and their staff on systems & procedures in the repapering process
Serve as the point of contact for the Advisor Onboarding team on any internal information
Possesses critical thinking, analytical and problem-solving skills
Additional duties as required

Successful Advisor Onboarding Associate candidates will have:

Required

2+ years of experience in Broker/Dealer/RIA industry or back-office support
Proficient in Microsoft Office Suite and general computer/software knowledge
Strong professional communication (written and verbal) skills
Exceptional attention to detail
Strong organizational skills and be able to take initiative

Preferred

Experience with Raymond James, Fidelity Wealthscape and/or Schwab Advisor Center system
Experience with DocuSign

Icing on the Cake

Experience with Salesforce

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: jobtfeed
Position Id: 9f5118e983ba-30632-42047619
Posted 2 days ago

Fitment

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Job Details

Skills

Supervision
Management
Facilitation
Finance
Training
Critical Thinking
Analytical Skill
Problem Solving
Conflict Resolution
Onboarding
RIA
Back Office
Microsoft Office
Communication
Attention To Detail
Organizational Skills
Salesforce.com
Business Analysis
Business Analytics

Summary

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More...

Serve as the project coordinator for Level Four Advisor Onboarding team to meet the transition/onboarding goals set forth for each Financial Advisor joining Level Four
Open client investment accounts and initiate asset movement.
Serve as the point of contact for the Advisor Onboarding team on any internal information
Ensure data is entered accurately into different systems
Accurately perform tasks utilizing RJ Advisor Access system
Maintain continuous communication with advisors, team members, and clients as needed
Follow and monitor Onboarding procedures to ensure project completion: Work with various departments to coordinate successful transition/onboarding; Coordinate proper transition steps between the recruit and internal departments
Training advisors and their staff on systems & procedures in the repapering process
Serve as the point of contact for the Advisor Onboarding team on any internal information
Possesses critical thinking, analytical and problem-solving skills
Additional duties as required

Successful Advisor Onboarding Associate candidates will have:

Required

2+ years of experience in Broker/Dealer/RIA industry or back-office support
Proficient in Microsoft Office Suite and general computer/software knowledge
Strong professional communication (written and verbal) skills
Exceptional attention to detail
Strong organizational skills and be able to take initiative

Preferred

Experience with Raymond James, Fidelity Wealthscape and/or Schwab Advisor Center system
Experience with DocuSign

Icing on the Cake

Experience with Salesforce

Dice Id: jobtfeed
Position Id: 9f5118e983ba-30632-42047619
Posted 2 days ago

Fitment

Dice Job Match Score™

To see how well you match this job, please log in or create an account.

Once logged in, be sure to complete your profile to get the most accurate match score.

Create job alert

Never miss an opportunity! Create an alert based on the job you applied for.

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