Travel-Focused Financial Services Onboarding Specialist

Posted 9 days ago

mohr talentThe Woodlands (TX)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Junior

SALARY

$30–$35 per hour

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About the role

MOHR Talent is seeking a Financial Services Onboarding Specialist to support financial advisors and their teams with onboarding, training, and day-to-day operational support. This role requires extensive travel across the United States (about 65%), with compensation of $30–$35 per hour. A high school diploma is required; a college degree is preferred. The ideal candidate will travel to advisor offices to provide in-person onboarding and training, assist with account setup and documentation, and

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