ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
SUMMARY:
The Supervisor, Advisor Onboarding reports to the Head of Advisor Onboarding. They are responsible for ensuring a high level of quality service to all clients, and for maintaining a high level of client satisfaction. They will maintain a high level of client satisfaction by ensuring...