Financial Advisor Onboarding Training Program
Location : (Onsite from Day 1)
Hours : Monday to Friday, 8:30 AM - 5:00 PM
Program Overview
The Financial Advisor Onboarding Training Program is designed to equip participants with the skills and knowledge necessary to support the integration of Financial Advisors (FAs). Through hands-on experience, participants will learn to manage account transitions, provide onboarding support, and navigate multi-channel business operations.
Program Structure
This structured, onsite training program requires daily attendance to ensure comprehensive learning and practice.
Key Learning Objectives
Onboarding & Account Management :
Client Liaison & Issue Resolution :
Data Management & Reporting :
Required Qualifications
Experience : 6+ months in financial services, sales support, branch administration, or brokerage operations.
Skills :
Preferred Qualifications
Note : Due to the structured nature of this training program, daily onsite attendance is required, with limited PTO (standard holidays only) to ensure continuity in training.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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