Onboarding Specialist

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Onboarding Specialist to join our award-winning team!  If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!   Our ideal candidate is a people-focused HR professional who radiates positivity, has a flair for making others feel welcome, and thrives in a fast-paced, high-growth environment. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to onboarding and supporting others. If you have a history of creating exceptional new hire experiences, we want to hear from you—ASAP!

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000.  Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve.  This gives them the complete picture and confidence in their financial future.  

Day-to-Day as Onboarding Specialist:

• Serve as the first point of contact and enthusiastic ambassador for all new hires during their onboarding journey
• Own and execute the full onboarding process, from T&A handoff to Day 1 setup and beyond
• Collaborate with Talent & Acquisitions, Hiring Managers, IT, and Operations to ensure seamless onboarding
• Organize and deliver engaging orientation sessions and onboarding communications
• Maintain new hire documentation, manage HRIS entry, and coordinate compliance steps
• Assist in continuously improving the onboarding process to elevate the employee experience
• Support a high-performing and growth-oriented HR team with a positive, can-do attitude
• Innovate and streamline existing processes; your ideas are welcome!

What You Bring as an Onboarding Specialist:

• 3  years of proven experience in an HR, People Operations, or onboarding role—experience in a fast-paced, professional services, or financial environment is a plus
• Natural people-person with a bubbly, warm, and approachable personality
• Impeccable attention to detail and organizational skills; you can juggle multiple tasks without breaking a sweat
• Strong written and verbal communication skills required.
• Tech-savvy with experience using HRIS platforms, Microsoft Office, and collaboration tools.
• A supportive and collaborative mindset; you’re the go-to person for making people feel confident, prepared, and connected
• Excitement about working in a company that values growth, innovation, and giving back

Job Type: Full-time, salaried exempt

Location: This position is based out of our office in Lisle, IL. This is a Hybrid position requiring 2-3 days a week in the office. 

Salary: $60K - $70K base salary, plus annual bonus paid in quarterly increments

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at tkunze@missionwealth.com. Be sure to share one of your favorite volunteer projects too!  We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.