cambridge investment researchBrooklyn, NY
Advisor Onboarding & Transition Specialist
Advisor Onboarding & Transition Specialist
Advisor Onboarding & Transition Specialist
cambridge investment researchBrooklyn, NY
yesterday
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial and Investment Analysts
Other Management Consulting ServicesPortfolio Management and Investment AdviceInvestment Banking and Securities Intermediation
Apply for this 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
Also on the board Same function, level within a rung
Level
Junior
Location
Brooklyn, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Other Management Consulting Services
Posted
yesterday