- Birmingham, Alabama, United States
- Hybrid
- Full-time · Mid
- $85K–$100K per year
- 3+ years
Own Advisor Relationships and drive technology adoption for financial advisors.
Compensation
Salary: $85,000-$100,000 Competitive salary + bonus pool
Responsibilities
- Serve as the primary point of contact for a portfolio of financial advisors
- Build trust with clients who vary widely in technical comfort
- Guide advisors through onboarding, adoption, and ongoing optimization
- Help advisors integrate tools like Salesforce, financial planning, and reporting into their daily workflows
- Identify where adoption is breaking down—and fix the root cause
Requirements
- Bachelor's degree in a technical, business, or related field