Jobs in the United States

25+ jobs

Save this search

Added 5 mins ago
Director, Facility Operations
MultiCare Health System
Tacoma, WA
…contract administration, routine capital construction, property management and/or engineering for various equipment systems found in a client-services/client-oriented service provider…
Added 7 mins ago
Operational Excellence Manager
Pyramid Laboratories Inc
Costa Mesa, CA
Reporting to the Chief Operating Officer, the Operational Excellence Manager drives the development of integrated management systems, performance metrics, planning processes and…
Added 11 mins ago
IG
Sr. Tax Manager
Insight Global
Chicago, IL
- $175,000 USD / year
Strong communication, organization, time-management, and project-management skills
Added 11 mins ago
IG
Proposal Manager
Insight Global
Vancouver, WA
- $95,000 to $129,000 USD / year
· Excellent organizational, communication, project management, and problem-solving skills.
Added 12 mins ago
W&
Remediation Senior Project Manager
Woodard & Curran
CT
- $150,000 to $175,000 USD / year
Woodard & Curran has an opportunity for a Senior Project Manager to join our growing firm and provide high-quality remediation services to our industrial, commercial, and municipal clients.…
Added 14 mins ago
Construction Manager - Federal Sector - Remote with Travel
Procon Consulting
Remote, United States
Provide day-to-day construction management support for assigned leased and owned facility projects, including budget and schedule tracking, quality monitoring, and coordination with…
Added 17 mins ago
Technical Recruiter - Engineering
Real Time Consulting, LLC
Remote, United States
…sourcing, recruiting, and placement lifecycle for Engineering project resource…
Added 21 mins ago
Project Administrator / Office Manager
The Falcon Group
Rockville, MD
Role: Temporary position as a Project Administrator / Office Manager in our Rockville, MD location
Added 21 mins ago
M
FLEX Senior Systems Engineer - Oracle HCM Cloud
Marriott
Bethesda, MD
- $48.26 to $86.58 USD / hour
…configuration, Configuration Set Migration (CSM), Functional Setup Manager (FSM), Sandbox management and deployment governance, Profile Options, Lookups, and Document…
Added 21 mins ago
T
Engagement Manager II-ServiceNow
TEKsystems
Baltimore, MD
- $105,000 to $150,000 USD / year
…Talent Acquisition Team requires: The ServiceNow Engagement Manager II (EM II) is a delivery leadership position within the TEKsystems Global Services (TGS) organization, responsible for…
Added 21 mins ago
Wellbeing Consultant (Onsite - Hartwell, GA)
CareFirst
Baltimore, MD
…Consultant within CareFirst, serving as a Health Coach for our client, Nestl, you will develop worksite wellness programs and tools to impact the health population at your assigned…
Added 21 mins ago
Wellbeing Consultant (Onsite - Jonesboro, AR)
CareFirst
Baltimore, MD
…Consultant within CareFirst, serving as a Health Coach for our client, Nestl, you will develop worksite wellness programs and tools to impact the health population at your assigned…
Added 25 mins ago
Division Sales Manager
John Deere
Salt Lake City
As a Division Sales Manager for John Deere Construction & Forestry located in Salt Lake City, UT or Minneapolis, MN you will operate with a business-owner mindset and lead through Territory…
Added 25 mins ago
Division Sales Manager
John Deere
Dallas
As a Division Sales Manager for John Deere Construction & Forestry located in Dallas, TX or Fort Worth, TX, you will operate with a business-owner mindset and lead through Territory Sales…
Added 26 mins ago
Solar Construction Manager/General Foreman
Aerotek
Dayton, OH
Proven leadership and client relationship management.
Added 28 mins ago
Construction Manager 1 - Ashburn, VA
M.C. Dean, Inc
Ashburn, VA
The Construction Manager 1 is accountable for day-to-day leadership and management of the project construction site. This role ensures the safe and secure operation of the site, maintains…
Added 28 mins ago
Construction Manager 1 - Manassas, VA
M.C. Dean, Inc
Manassas, VA
The Construction Manager 1 is accountable for day-to-day leadership and management of the project construction site. This role ensures the safe and secure operation of the site, maintains…
Added 30 mins ago
Brand Partnerships Manager, Creators
Amazon.com Services LLC
New York, NY
- Experience building processes, project management, and schedules
Added 30 mins ago
Global Tech - Software Developer with AI, Manager
PwC US Group LLP
Tampa, FL · Stamford, CT · Atlanta, GA · Austin, TX · Chicago, IL · Washington, DC · Cleveland, OH · Dallas, TX · Las Vegas, NV · Baltimore, MD · Minneapolis, MN · Denver, CO · Boston, MA · NY · Florham Park, NJ · Philadelphia, PA · Seattle, WA · Hartford, CT
As a Software Developer with AI, Manager you will lead software engineering work that supports digital transformation, application development, and product innovation within our software…
Added 33 mins ago
CI Manager Northeast
National Power, LLC
Manchester, NH
The CI Manager, Northeast is responsible for leading and building a team, developing and expanding customer relationships, and ensuring project managers and field teams execute work safely,…
Added 33 mins ago
EG
IT Project Manager
Eliassen Group
Merrimack, NH
- $70 to $75 USD / hour
Our client seeks an IT Project Manager to support the Green Meadows platform within a program management function. The role will plan, support, and execute program initiatives across a set…
Added 33 mins ago
Account Engineering Assistant
FM
Frisco, TX
As an AEA, you will play a critical role in helping Account Engineers maximize their effectiveness by supporting client engagement, data quality, engineering workflow management, and report…
Added 34 mins ago
Water/Wastewater Project Manager
Harrison Consulting Solutions
Houston, TX
Midwest multi-disciplined engineering firm is looking to add a Senior Water/Wastewater Project Manager to their Houston team!
Added 37 mins ago
Vice President of Operations
MyAdvice
Lehi, UT
Partner with the Revenue organization, which owns sales, onboarding, Customer Success, account management, and retention and expansion accountability. Define readiness criteria,…
Added 44 mins ago
D
District Manager
Driveline
Goodletsville, TN
- $43,888 to $45,000 USD / year
Summary We are seeking a highly motivated, results-driven Retail Operations Manager to lead a team of 100+ hourly merchandising associates, covering 200+ retail locations within a specific…

Level Four Group, LLC

Advisor Onboarding Associate

Dallas, TX, United States

Apply About employer

Applications open in a new tab.

Job details

Apply by: Feb 1, 2027
Experience: 2+ years of experience in Broker/Dealer/RIA industry or back-office support
Posting language: English
Posted: Nov 3, 2026

Original job description

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…

Come take your career path to the next level!

The Advisor Onboarding Associate performs tasks under the supervision of the Onboarding Transition Manager, and/or Managing Director of Advisor Operations. This role is responsible for client/advisor service activities from the Advisor Onboarding and Operations perspective. While providing exceptional client/advisor experience during transition period, this position focuses in facilitating the move of Advisor’s client book from prior custodian to Raymond James and training on the systems needed to be a successful Advisor at Level Four Financial.

Essential responsibilities and tasks of the Advisor Onboarding Associate are:

Serve as the project coordinator for Level Four Advisor Onboarding team to meet the transition/onboarding goals set forth for each Financial Advisor joining Level Four
Open client investment accounts and initiate asset movement.
Serve as the point of contact for the Advisor Onboarding team on any internal information
Ensure data is entered accurately into different systems
Accurately perform tasks utilizing RJ Advisor Access system
Maintain continuous communication with advisors, team members, and clients as needed
Follow and monitor Onboarding procedures to ensure project completion: Work with various departments to coordinate successful transition/onboarding; Coordinate proper transition steps between the recruit and internal departments
Training advisors and their staff on systems & procedures in the repapering process
Serve as the point of contact for the Advisor Onboarding team on any internal information
Possesses critical thinking, analytical and problem-solving skills
Additional duties as required

Successful Advisor Onboarding Associate candidates will have:

Required

2+ years of experience in Broker/Dealer/RIA industry or back-office support
Proficient in Microsoft Office Suite and general computer/software knowledge
Strong professional communication (written and verbal) skills
Exceptional attention to detail
Strong organizational skills and be able to take initiative

Preferred

Experience with Raymond James, Fidelity Wealthscape and/or Schwab Advisor Center system
Experience with DocuSign

Icing on the Cake

Experience with Salesforce

Apply About employer

Report this job