Advisor Platform Specialist

Focus Partners Wealth(1 day ago)

HybridFull TimeJunior$50,000 - $60,000WealthTech Support

About this role

Focus Partners Wealth is seeking an Advisor Platform Specialist to serve as a liaison supporting WealthTech platform usage, troubleshooting, and advisor training, ensuring a high-quality, consistent technology experience for wealth advisory teams. The role involves collaboration with internal teams and external vendors to support platform adoption, enhancement, and data accuracy.

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Required Skills

WealthTech
Financial Planning
Customer Support
Platform Support
Troubleshooting
Training
Data Management
Vendor Coordination
Financial Software
Process Improvement

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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