Avantax - 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, coordinating and leading them through the transition process. This role involves assisting the Onboarding Coach in executing the Onboarding Plan for Financial Representatives, ensuring timely and accurate delivery of onboarding tasks, and providing high-level customer service throughout the onboarding experience.