Wealth Onboarding Specialist
Signal Advisors
- Location
- Detroit, Michigan, United States
- Job type
- Full-time
Required skills
- Fidelity
- Schwab
- Orion
- Salesforce
- AI tools
About the role
Hands-on experience running advisor or account transitions at an RIA or broker-dealer; working knowledge of Fidelity and/or Schwab custodial platforms including ACAT transfers; ability to manage multiple projects; proactive communication; legally authorized to work in the US.
About Signal Advisors
A tech-enabled insurance marketing organization providing annuity, life insurance, and wealth tools for independent financial advisors.
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