FinTech Advisor Solutions Consultant (Remote Training)

Conquest Planning Inc.; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Opportunities for career growth

Job summary

Conquest Planning Inc. is looking for an Advisor Solutions Consultant to aid in the U.S. market expansion. This remote role requires expertise in financial planning and product support to enhance user experience on Conquest's platform.

The ideal candidate possesses a relevant financial designation and strong analytical skills. Responsibilities include user training, support documentation, and functional business testing. Join a diverse workplace with growth opportunities and competitive compensation.

Qualifications

• Strong understanding of financial planning principles and client scenarios.
• Exceptional problem-solving abilities.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Provide high-level support for users navigating the Conquest platform.
• Facilitate engaging training sessions to drive platform adoption.
• Collaborate on product testing and user experience enhancement.

Skills

Financial planning concepts

Analytical skills

Communication skills

Technology aptitude

Education

CFP, ChFC, FPQP or equivalent

Bachelor's degree or equivalent experience

Tools

Fintech tools

CRM solutions

Job description

Conquest Planning Inc. is looking for an Advisor Solutions Consultant to aid in the U.S. market expansion. This remote role requires expertise in financial planning and product support to enhance user experience on Conquest's platform.

The ideal candidate possesses a relevant financial designation and strong analytical skills. Responsibilities include user training, support documentation, and functional business testing. Join a diverse workplace with growth opportunities and competitive compensation.