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Onboarding Project Lead Financial Advisors
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-01-22
Listing for:
Kestra Financial
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
A leading financial services firm based in Tempe, Arizona is seeking a skilled professional to manage the onboarding and transition of new financial advisors. The role involves collaborating with onboarding firms, facilitating training, and leveraging Salesforce for effective task management. An ideal candidate will have a bachelor’s degree, at least three years in the financial services industry, and exceptional communication skills.
This position promises competitive pay and an empowering work environment that values professional growth.
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