Advisor Platform Specialist

Role overview Support advisory teams in their day-to-day use of financial technology platforms, acting as a connection point between advisors, internal partners, and platform vendors. The role combines user support and training with issue follow-up, testing, and process improvements to help keep platform workflows reliable and clear.

Responsibilities - Respond to advisor questions, troubleshoot common platform issues, and route complex problems to senior colleagues or vendors. - Train advisors on platform navigation, core features, and standard workflows. - Create and maintain onboarding and reference materials such as guides, FAQs, job aids, and recordings. - Coordinate with internal teams and external vendors to log issues, monitor progress, and communicate resolutions. - Assist with testing and validation for platform changes, integrations, and data updates. - Review recurring issues, user feedback, and usage patterns to identify improvements and explain platform updates.

Requirements - Bachelor’s degree or equivalent professional experience. - One to three years of experience in financial services, operations, technology support, product support, or a related area. - Strong organization and follow-through, including the ability to manage several requests at once. - Clear written and verbal communication with a service-focused approach. - Comfort using technology platforms and learning new systems.

Nice to have - Experience with financial planning or wealth technology tools, such as portfolio accounting, planning, or client engagement platforms. - Background supporting advisors, clients, or internal users in a systems-focused role. - Interest in process improvement and familiarity with wealth management concepts.

Benefits and work setup The preferred arrangement is three days per week in an office in St. Louis; remote work with occasional travel is also considered for qualified candidates. The stated annual base pay range is $50,000–$60,000. Additional compensation may include an annual cash bonus and benefits such as health, dental, vision, life insurance, and a retirement plan.