Onboarding Specialist

3 weeks ago

tampa, United States Magellan Financial & Insurance Services, Inc. Full time

To the experienced processor (AUM/FIA/Insurance) who's mastered their craft but knows there's something better out there – we've been looking for you.


Why Top Processors Are Joining Walser Wealth

You've paid your dues. You've handled thousands of applications, navigated countless complex situations, and built the wisdom only experience brings. Now, it's time to put that expertise to work somewhere that truly values it.


At Walser Wealth in Tampa, we're not just another financial firm making big promises. We're backing up our commitment to excellence with:

  • Top-of-market compensation ($58K-$79K, depending on experience)
  • Annual company bonus program
  • Yearly company trip for hitting team goals
  • Premium benefits package
  • Brand new, state-of-the-art office in Tampa
  • A culture that celebrates expertise and rewards excellence


What Makes This Role Different

You've seen enough job postings to know when a firm is exceptional. Here's why experienced processors are choosing us:

  • True Expertise Recognition: Your experience isn't just valued – it's celebrated and rewarded
  • Strategic Input: Your voice matters in improving our processes
  • Modern Infrastructure: Work with cutting-edge technology in our new office
  • Work-Life Excellence: Structured hours, no weekend work, and genuine respect for your time
  • Career Ceiling? What Ceiling?: Clear path for advancement and growth


Your Experience In Action: As a senior processor, you'll:

  • Lead by example in maintaining pristine processing standards
  • Mentor team members and share your expertise
  • Architect and refine our processing workflows
  • Handle our most complex cases with confidence
  • Partner with advisors to ensure smooth client experiences
  • Drive continuous improvement in our operations


You're Perfect For This Role If:

  • You have 2+ years of processing experience in wealth management
  • You can process complex cases in your sleep (but never would because attention to detail is your superpower)
  • You're known for finding solutions where others see roadblocks
  • You take pride in maintaining pristine records
  • You enjoy mentoring others and sharing your knowledge
  • You're ready to be recognized and rewarded for your expertise


Why Walser Wealth?

We're a boutique wealth management firm that's making waves in Tampa. Our success comes from doing things differently:

  • Investing in our people (literally – see our bonus program)
  • Creating an environment where excellence thrives
  • Building a culture where experience is valued
  • Providing the tools and technology you need to excel


The Perks That Matter: Beyond the excellent compensation, you'll enjoy:

  • Annual company trip (previous destinations have impressed)
  • Performance bonus potential
  • Comprehensive health benefits
  • Modern, ergonomic workspace
  • Professional development support
  • Company events and team celebrations


Ready to Be Valued?

If you're an experienced processor ready to work with a firm that matches your standards of excellence, let's talk. This role is based in our new Tampa office, and we require in-office presence at least several days per week. Fully remote applications will not be considered.


Apply Now to start a confidential conversation about your future with Walser Wealth.


Walser Wealth is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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