More jobs:
Platform Success Advisor - Financial Services; Hybrid
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-03-15
Listing for:
Advisor Group
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial services company is looking for an Advisor Platform Success Consultant in Scottsdale, AZ. The role involves managing financial advisors through account setups and providing support on platforms like Black Diamond and Salesforce. Strong troubleshooting, reporting, and data management skills are essential. A Bachelor's degree is preferred, and candidates should have experience with financial platforms. The position operates in a hybrid work setting, requiring presence at the office at least four days a week.
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