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Digital RoomLos Angeles, California, United States · On-site
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Los Angeles, California, United States · Hybrid
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FanaticsLos Angeles, California, United States · On-site
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Onboarding Specialist manages the end-to-end transition of advisory firms onto the Altruist platform, from post-sale handoff to successful launch. They are responsible for developing implementation plans, coordinating cross-functional teams, and training advisory firms on platform workflows.
Candidates must have 4+ years of experience in implementation or client-facing operations within the financial services industry. A valid FINRA Series 7 and 63 license is required for this role.
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
About the position
We're looking for an Onboarding Specialist to own the transition of advisory firms onto Altruist — from post-sale handoff through a launched, self-sufficient firm. This is the highest-stakes moment in the advisor relationship. The firm has already committed, and every interaction in the transition either reinforces that decision or quietly undermines it.
You'll own your implementations end to end — running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform. Credibility here comes from understanding how advisory firms operate, not only how the software works.
Please note: This is a hybrid position with 3 days per week in the Dallas or Culver City office
What you’ll do
What you’ll bring
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
Total compensation includes a competitive benefits package, along with a bonus program for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Altruist is the tech forward wealth platform and custodian for advisors. Altruist Financial LLC, Member FINRA/SIPC
Altruist is the tech-forward wealth platform and custodian built for independent advisors. Run your firm your way with an AI-forward custodian that brings account opening, trading, portfolio management, billing, and reporting together in one place. Since launching in 2018, we’ve helped 6,000+ advisors make financial advice better, more affordable, and more accessible to everyone.
Offices: 3030 S La Cienega Blvd, Culver City, California, US
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