Advisor Onboarding & Transition Specialist
cambridge investment researchBrooklyn, NY
Advisor Onboarding & Transition Specialist
L3
cambridge investment researchBrooklyn, NYyesterday
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial and Investment AnalystsIndustries
Other Management Consulting ServicesPortfolio Management and Investment AdviceInvestment Banking and Securities IntermediationCambridge Investment Research, Inc. seeks an Advisor Onboarding Consultant to guide new financial professionals through transition, training, and ongoing support.
You will build relationships, tailor transition plans, and coordinate with multiple departments to ensure a smooth onboarding and compliance with company procedures. Responsibilities include delivering training, maintaining materials, answering inquiries promptly, and identifying process improvements to enhance efficiency and customer
Apply now
Level
JuniorL3
Location
Brooklyn, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Other Management Consulting Services
Posted
yesterday
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