Wealth Onboarding Specialist

United States·Detroitmid

Customer SuccessHealthcare Onboarding Specialist

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Quick Summary

Key Responsibilities

when a custodian rejects paperwork and an advisor is frustrated,

Technical Tools

Customer SuccessHealthcare Onboarding Specialist

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 140+ team members dispersed across the country.

Responsibilities

~1 min read

→Series 65 or 66 license
→Experience with Orion, Salesforce, or similar portfolio, billing, and CRM systems
→Experience running re-paper transitions, not only custodian-to-custodian moves
→Experience using AI tools to catch errors, document, or improve an onboarding or transition process

These are the values that drive how we operate and make decisions.

🌔 We’re obsessed with finding a better way. Never settle for less.
🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
💪 We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
❓ We think simple is genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
🙋 We take extreme ownership. We are each, individually and collectively, responsible for our success as one team.

What We Offer

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The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include:

✓Medical, vision, and dental coverage

✓FSA or HSA-eligible health plans

✓3% 401k company contribution with no vesting period

✓Paid parental leave for all parents

✓Learning & Development stipend

✓Wellness Programs

✓Flexible vacation policy

✓Dedicated sick days

✓10 company-wide holidays

✓$500 for your home office setup

✓Flexible, hybrid working environment