Onboarding Administrator - Custodial Referral Program

Allworth Financial(8 days ago)

HybridFull TimeMedior$60,000 - $72,000Sales

About this role

Allworth Financial is an independent, fee-based Registered Investment Advisor specializing in retirement planning, investment advising, and 401(k) management. The Onboarding Specialist supports the CRP Sales Team by serving as the primary liaison for new referral clients and custodial partners to ensure a smooth and timely onboarding and account funding experience.

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Required Skills

Client Onboarding
Account Funding
CRM
Relationship Building
Communication
Organization
Compliance
Attention To Detail

Qualifications

College Degree in Finance, Business or Related

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.