Onboarding Operations Specialist
KestraAustin, Texas, United States
Posted June 23, 2025
Full Time
About the Company
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals.
Job Description
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals. The Onboarding Operations Specialist will support the operational activities associated with the transition of a new advisor to our organization.
Requirements
- 2+ years in brokerage/financial services, banking, operations and client support
- High school diploma/GED required
- College degree useful
- Familiarity with fax machines, copiers, and multi-line telephone systems
- Customer Service
- Active Listening practices
- Informative presentations and trainings
- Certifications
- Series 7 License beneficial
- Retirement planning certifications
Benefits
- Competitive pay and benefits with a large employer
- 401(k)
- Health insurance
- Tuition reimbursement for qualified expenses