Advisor Services Assoc - Onboarding (Bloomington, MN or San Diego, CA)

Job Description Job Description Position Title: Advisor Services Associate - Onboarding Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate – Onboarding is a specialized role within the Simplicity Wealth Advisor Services Team. This individual serves as the primary point of contact for new advisory firms, guiding them throug…