Templates
Wealth Management
Senior Financial Planner Onboarding
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Senior Financial Planner Onboarding

1
Preparation of welcome kit and senior financial planner resources
2
Briefing on the company's vision, mission, and values
3
Introduce to the finance team
4
Provide specific department orientation
5
Train on financial planning software and tools
6
Detailing companyโ€™s finance policies and procedures
7
Guide through the client handling process
8
Issue the necessary tech equipment and access
9
Tour the office facilities
10
Provide overview on current projects and assignments
11
Review of company ethics and compliance policies
12
Schedule initial client meetings
13
Introduce to key external contacts and partners
14
Guide through the financial risk management process
15
Undergo performance objectives setting session
16
Approval: HR for starter form completion
17
Participate in team building activities
18
Information on self service finance learning modules
19
Arrange a meeting with the finance director
20
Review and sign-off on personal development plan