Onboarding Specialist

Job description

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country. We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions. Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal! THE JOB: Signal Wealth is seeking an experienced and detail-oriented Onboarding & Transitions Specialist to join our dynamic team. This role is critical to the success of investment advisors joining our platform, ensuring a seamless and efficient transition process from start to finish. If you are customer-centric, thrive in a fast-paced environment, and have a deep understanding of the Registe...