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Business Development

Advisor Onboarding & Early Production Specialist

Job in Tarpon Springs, Pinellas County, Florida, 34869, USA
Listing for: Megastar Advisors
Full Time position
Listed on 2026-01-24
Job specializations:
  • Business
    Business Development
  • Sales
    Business Development
Job Description & How to Apply Below
A leading financial services company in Florida seeks an Advisor Onboarding Specialist to serve as the primary contact for newly affiliated advisors during their first 90 days. This role involves guiding advisors through onboarding, business setup, and initial production, promising a smooth transition to an Account Manager. Ideal candidates will possess exceptional relationship-building, communication skills, and experience in financial services or sales, with a proactive and detail-oriented approach.
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