Cetera Financial Group - Schaumburg, IL
posted about 1 month ago
The Onboarding Specialist at Cetera Financial Group serves as the primary point of contact for new offices joining the broker-dealer, facilitating their transition process. This role involves coordinating with Onboarding Coaches to ensure the successful execution of the Onboarding Plan for Financial Representatives, ensuring compliance, technology access, and providing exceptional customer service throughout the onboarding experience.