Kestra Financial · 17 hours ago
Onboarding Consultant
Tempe, AZ
Full-time
Hybrid
Mid Level
3+ years expKestra Financial is a wealth management platform dedicated to empowering independent financial professionals. The Onboarding Consultant is responsible for managing the successful transition of new financial advisors to Kestra Financial, ensuring exceptional customer satisfaction and a seamless onboarding experience.
BankingConsultingFinanceFinancial Services
Responsibilities
Partner with 5-8 onboarding firms, serving as project manager and primary point of contact to ensure the efficient and timely transition of their book of business, while delivering exceptional customer satisfaction and a seamless, referrable experience
Host weekly Zoom meetings with assigned onboarding firms to drive engagement, address transition topics, answer questions, and ensure continued progress
Ensure all required registration tasks for all producers and staff are completed, overseeing the entire process from signed Letter of Intent to graduation to service team
Educate representatives and their staff on the policies and procedures of working with Kestra
Leverage Salesforce to track and complete internal tasks for each firm, ensuring timely progress and completion of both personal and cross-departmental tasks
Oversee firm-related electronic files in SharePoint to ensure transparency and seamless access for all team members
Address and resolve any technical, operational, or procedural issues that arise during the transition – working with other departments and internal teams, as needed
Work closely with Technology Solutions team to resolve system integration problems and ensure advisors and their teams have full access to necessary tools and resources
Track the progress of onboarding and transition activities, providing regular updates to Head of Onboarding on the status of each transition
Collect feedback from financial advisors to assess satisfaction levels and identify areas for process improvement
Address post-registration transition concerns, facilitating any additional training with Advisor Education team or resources needed
Demonstrate strong critical thinking skills by asking critical questions, anticipating challenges and future needs, and finding solutions
Educate advisors and their team on best practices including but not limited to taking great client notes, maintaining books and records, ways to reduce NIGOs, etc
Facilitate introductions and relationships with internal departments (Wealth Consulting, Technology Solutions, Business Consulting, Producer Comp, Supervision, etc.) as well as preferred external partners (Redtail, Albridge, eMoney)
Collaborate with operational teams to ensure the efficient and accurate processing of account setup and transfer documentation after registration
Monitor and report on the progress of assets under management and account transfers, as well as the number of NIGOs - adjusting strategies as necessary throughout the transition to ensure targeted goals are met
Collaborate effectively with other Onboarding Consultants to achieve shared goals and drive project success
Special projects as determined by manager
Qualification
Required
3 years' experience in the financial services industry
Excellent communication (verbal and written) and time management skills
Strong customer service and analytical skills
Intermediate financial services industry knowledge and/or experience
Must routinely exercise independent judgment and be able to work independently
Must possess intermediate (or better) computer skills (Outlook, Word, Excel, and Power Point)
Strong presentation skills
Must be able to manage projects efficiently and effectively, as well as meet established deadlines
Must be very detail oriented and be able to work in a fast-paced environment
Preferred
Bachelor's degree in a business-related field preferred
Series 7, 65/66 preferred
Life, Health & HMO Agent license a plus
Benefits
401(k)
Health insurance
Competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase