Advisor Onboarding & Transition Specialist
cambridge investment researchBrooklyn, NY
Advisor Onboarding & Transition Specialist
cambridge investment researchBrooklyn, NY
yesterday
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial and Investment AnalystsIndustries
Other Management Consulting ServicesPortfolio Management and Investment AdviceInvestment Banking and Securities IntermediationAbout the role
Cambridge 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
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JOB OVERVIEW
Experience level
Junior
Location
Brooklyn, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Other Management Consulting Services
Posted
yesterday
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