Onboarding Coach

Job Description

Cetera Financial Group is currently seeking an Onboarding Coach. This is a unique opportunity to join our team to serve as the primary point of contact for new offices joining the broker-dealer by coordinating and leading offices through the transition process.

This is a hybrid role and candidates must be located near our office hubs : Des Moines, IA | St Paul, MN | El Segundo, CA | Schaumburg, IL.

What you will do :

• Ensure regulatory compliance while assisting offices in migrating client accounts to the firm
• Execute of transition plan to prepare office for onboarding and efficient and effective transition of accounts
• Ensure technology access is appropriate and working on the first day of affiliation for all members of the office
• Distribute materials utilized during the transition process and track progress as milestones are met per a customized transition plan
• Provide a high-level of proactive customer service to the offices, ensuring timely and accurate responses
• Effective selling of the benefits of adoption of efficient processing and technology
• Liaison on behalf of the office with all internal stakeholders, relieving them of working with multiple parties on issues
• Maintain up-to-date familiarity with new technology, changes to regulations, and other relevant information and communicate to offices as necessary
• Travel to offices for in person account processing assistance and / or training as determined in transition plan
• Provide feedback and aid organization in improving the overall transition experience
• Ensure comfortable transition with the broker-dealer support teams upon completion of the transition

What you need to have :

Really catch our eye with :

Our top performers share the following traits :

Compensation :

The base annual salary range for this role is $70,000 to $80,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

LI-Hybrid

About Us

What we give you in return :

Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including :

About Cetera Financial Group :

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and / or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and / or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and / or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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Salary : $70,000 - $80,000