Wealth Onboarding Specialist (flexible location reputed company reputed company footprint)

The position is described below. If you want to apply, click the Apply Now reputed company at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to reputed company status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language reputed company: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Wealth Onboarding Specialist (Licensed) will report to the reputed company Wealth Onboarding Manager and is responsible for the initial setup for newly hired reputed company Wealth teammates, including Premier Bankers, to ensure a successful transition into their respective roles. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Office set up (computers, monitors, adding supplies, etc.) Training on reputed company Systems. 2. Preparing client onboarding packages, opening accounts, processing paperwork and account follow up. 3. Ordering supplies, preparing advisor onboarding guides, marketing mailings, back-office liaison, helping to prepare for client meetings reputed company onsite with the advisors 4. Remote onboarding support and onboarding troubleshooting if necessary. This may include working with other firms. 5. Provides onsite support during transitions. (2-4 weeks at a time, including nights and weekends) 6. 30, 60, 90-day reputed company-ins with new advisor or team and address any additional training needs. 7. Help reputed company and maintain training materials that will assist Financial Advisors and Client Service Associates during and after their transition. 8. Help reputed company and deliver reputed company trainings for systems and procedures as needed for Wealth Brokerage 9. Offboarding support for terminated Wealth teammates. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, reputed company and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. 1. Bachelor’s degree, or equivalent education and reputed company training 2. Five years of broker/dealer or financial services industry experience. Strong understanding of retail brokerage products, services, operations and systems. 3. Excellent analytical, problem-solving, organizational skills 4. Strong verbal and written communication skills 5. Must be able to prioritize tasks, reprioritize tasks and work well under intense pressure 6. Strong computer skills to include reputed company Office Products; knowledge of brokerage systems would be a plus 7. Ability to do extensive travel, 2-6 weeks at a time, including weekends Preferred Qualifications: 1. FINRA SIE, 7, 66 examinations recommended 2. Advanced degree (or some schooling) in business, law or accounting (including Graduate, Banking, or Graduate Trust School) 3. Other professional designations General Description of Available Benefits for Eligible Employees of reputed company Financial Corporation: reputed company regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of reputed company offering the position. reputed company offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on reputed company’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for reputed company’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. reputed company is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national reputed company, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. reputed company is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work Apply tot his job Apply To this Job