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Albridge Jobs (NOW HIRING)

Kestra Holdings

Onboarding Consultant

Tempe, AZ · On-site

... Albridge, eMoney) * Collaborate with operational teams to ensure the efficient and accurate processing of account setup and transfer documentation after registration. * Monitor and report on the ...

Cetera

Supervision Specialist

Dallas, TX · Hybrid

What Is Nice to Have Additional FINRA licenses or industry certifications Experience with systems such as Pershing, Smarsh, Albridge, Protegent, Salesforce and Docupace Prior independent brokerdealer ...

Cetera

Supervision Specialist

Dallas, TX · Hybrid

What Is Nice to Have Additional FINRA licenses or industry certifications Experience with systems such as Pershing, Smarsh, Albridge, Protegent, Salesforce and Docupace Prior independent brokerdealer ...

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Albridge information

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$51.5K

$69.7K

$98K

How much do albridge jobs pay per year?

As of Jul 14, 2026, the average yearly pay for albridge in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working with Albridge data management tools, and how can they be addressed?

Professionals working with Albridge data management tools often encounter challenges related to data integration, accuracy, and timely reporting. Ensuring that data from multiple sources is correctly aggregated and reconciled requires close attention to detail, strong analytical skills, and familiarity with both Albridge’s interface and compatible platforms. Team members typically collaborate with IT, compliance, and financial advisory teams to resolve discrepancies, implement process improvements, and maintain data integrity. Staying up-to-date on Albridge system updates and best practices can help mitigate these challenges and support efficient workflow.

What is the difference between Albridge vs Financial Advisor?

AspectAlbridgeFinancial Advisor
CredentialsTypically requires Series 7, 66, or 65 licenses; may have certifications like CFP or CFAOften holds CFP, CFA, or other financial planning certifications; Series 7/66 licenses common
Work EnvironmentPrimarily works in financial firms, data management, and client reportingWorks directly with clients, providing financial planning and investment advice
Employer & Industry UsageUsed by financial institutions for data aggregation and reportingEmployed by financial advisory firms, banks, or independently as a client-facing role

Albridge professionals focus on data management and reporting within financial firms, while Financial Advisors work directly with clients to develop financial plans and investment strategies. Both roles require relevant licenses and certifications, but their daily tasks and work environments differ significantly.

What is an Albridge specialist?

An Albridge specialist is a professional who manages and supports the use of Albridge Wealth Reporting, a platform used by financial advisors to consolidate and analyze client account data. Their responsibilities typically include data integration, report generation, troubleshooting, and training users on the system. They ensure accurate data aggregation from various sources, help advisors interpret financial reports, and maintain data security and compliance. Albridge specialists often work within wealth management firms, helping streamline client reporting and decision-making processes.

What are the key skills and qualifications needed to thrive as an Albridge Specialist, and why are they important?

To thrive as an Albridge Specialist, you need a solid understanding of financial data management, portfolio reporting, and experience in the wealth management industry, often supported by a relevant degree. Familiarity with the Albridge Wealth Reporting platform, data aggregation tools, and CRM systems is typically required. Strong analytical thinking, attention to detail, and effective communication are essential soft skills for this role. These skills enable accurate financial reporting, efficient data integration, and clear client communication, which are vital for supporting advisors and ensuring data integrity.
More about Albridge jobs
What job categories do people searching Albridge jobs look for? The top searched job categories for Albridge jobs are:
Albridge jobs near you
Infographic showing various Albridge job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 93% Physical, and 7% Hybrid job distribution, with an average salary of $69,664 per year, or $33.5 per hour.
Onboarding Consultant

Onboarding Consultant

Kestra Holdings

Tempe, AZ • On-site

Full-time

Medical, Life, Retirement

Posted 4 days ago

Job description

Lead with Purpose. Partner with Impact
This position is responsible for managing and overseeing the successful transition of new financial advisors and their teams to Kestra Financial Inc.
What You'll do
  • Partner with 5-8 onboarding firms, serving as project manager and primary point of contact to ensure the efficient and timely transition of their book of business, while delivering exceptional customer satisfaction and a seamless, referrable experience
  • Host weekly Zoom meetings with assigned onboarding firms to drive engagement, address transition topics, answer questions, and ensure continued progress.
  • Ensure all required registration tasks for all producers and staff are completed, overseeing the entire process from signed Letter of Intent to graduation to service team.
  • Educate representatives and their staff on the policies and procedures of working with Kestra.
  • Leverage Salesforce to track and complete internal tasks for each firm, ensuring timely progress and completion of both personal and cross-departmental tasks.
  • Oversee firm-related electronic files in SharePoint to ensure transparency and seamless access for all team members.
  • Address and resolve any technical, operational, or procedural issues that arise during the transition - working with other departments and internal teams, as needed
  • Work closely with Technology Solutions team to resolve system integration problems and ensure advisors and their teams have full access to necessary tools and resources.
  • Track the progress of onboarding and transition activities, providing regular updates to Head of Onboarding on the status of each transition
  • Collect feedback from financial advisors to assess satisfaction levels and identify areas for process improvement
  • Address post-registration transition concerns, facilitating any additional training with Advisor Education team or resources needed.
  • Demonstrate strong critical thinking skills by asking critical questions, anticipating challenges and future needs, and finding solutions.
  • Educate advisors and their team on best practices including but not limited to taking great client notes, maintaining books and records, ways to reduce NIGOs, etc.
  • Facilitate introductions and relationships with internal departments (Wealth Consulting, Technology Solutions, Business Consulting, Producer Comp, Supervision, etc.) as well as preferred external partners (Redtail, Albridge, eMoney)
  • Collaborate with operational teams to ensure the efficient and accurate processing of account setup and transfer documentation after registration.
  • Monitor and report on the progress of assets under management and account transfers, as well as the number of NIGOs - adjusting strategies as necessary throughout the transition to ensure targeted goals are met.
  • Collaborate effectively with other Onboarding Consultants to achieve shared goals and drive project success.
  • Special projects as determined by manager.

What You'll Bring
  • Bachelor's degree in a business-related field preferred.
  • 3 years' experience in the financial services industry.
  • Excellent communication (verbal and written) and time management skills.
  • Strong customer service and analytical skills
  • Intermediate financial services industry knowledge and/or experience
  • Must routinely exercise independent judgment and be able to work independently.
  • Must possess intermediate (or better) computer skills (Outlook, Word, Excel, and Power Point)
  • Strong presentation skills.
  • Must be able to manage projects efficiently and effectively, as well as meet established deadlines.
  • Must be very detail oriented and be able to work in a fast-paced environment.

Certifications and Licenses.
  • Series 7, 65/66 preferred.
  • Life, Health & HMO Agent license a plus.

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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