Advisor Platform Specialist
focuspartnerswealthRemote · St. Louis, United StatesPosted 30+ days ago
- Level
- mid
- Experience
- 1+ years
About the role
Position Summary The Advisor Platform Specialist serves as a primary liaison between Focus advisory teams and key WealthTech platform support teams, including portfolio accounting, financial planning, and client engagement platforms. This role is responsible for supporting day-to-day platform usage, assisting with issu…
Full details and requirements are on the company's own posting.
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