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Advyzon Jobs in Ohio (NOW HIRING)

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). * Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85 ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). * Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85 ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). * Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85 ...

All JobsAdvyzon JobsAdvyzon Jobs in Ohio

Advyzon information

What is Advyzon?

Advyzon is a comprehensive, cloud-based platform designed for financial advisors and wealth management firms. It integrates portfolio management, client relationship management (CRM), reporting, billing, and document management into a single solution. Advyzon helps financial professionals streamline operations, improve client service, and enhance business efficiency. The platform is known for its user-friendly interface, customization options, and robust support.

What does an Advyzon implementation specialist do?

In an Advyzon support or implementation position, your daily tasks often include assisting financial advisors with software setup, troubleshooting technical issues, providing user training, and configuring client accounts. You'll frequently collaborate with other team members such as product specialists, developers, and customer success representatives to ensure a smooth onboarding process for new clients. Strong communication skills and attention to detail are essential, as you'll be balancing technical problem-solving with clear, client-focused support.

What skills and qualifications are needed to thrive as an Advyzon implementation specialist?

To thrive as an Advyzon Implementation Specialist, you need a solid understanding of financial software, data migration, and client onboarding processes, typically supported by experience in wealth management technology or financial services. Familiarity with Advyzon’s platform, CRM systems, and data integration tools is essential, often complemented by certifications in project management or financial operations. Strong problem-solving, communication, and client relationship skills set top performers apart in this role. These abilities ensure successful software adoption, seamless transitions for clients, and high satisfaction in a competitive fintech environment.

What is the difference between Advyzon vs Financial Advisor?

AspectAdvyzonFinancial Advisor
CredentialsTypically requires FINRA licenses, CFP, or CFA certificationsRequires CFP, CFA, or other financial planning licenses
Work EnvironmentSoftware platform used by advisors for portfolio management and client reportingClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed by financial advisory firms for portfolio managementEmployed by advisory firms, banks, or independent practices
Search & Comparison IntentYesYes

Advyzon is a software platform that financial advisors use for portfolio management and client reporting, whereas a Financial Advisor is a professional who provides personalized financial planning and investment advice. While both roles are interconnected, Advyzon is a tool used within the financial advisory industry, and a Financial Advisor is the professional delivering services to clients.

What are popular job titles related to Advyzon jobs in Ohio?

For Advyzon jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Advyzon jobs in Ohio look for?

The top searched job categories for Advyzon jobs in Ohio are:

Advyzon jobs near you

Client Transactions Coordinator / Trader

RIA Recruiting

Independence, OH • On-site, Remote

$70K - $85K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 3 days ago

New

Job description

Client Transactions Coordinator / Trader - Tempo Wealth

Location: Independence, OH
Website: TempoWealth.com

Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Client Transaction Coordinator / Trader to join our expanding team and play a key role in administration of client accounts and execution of client workflows. This position executes all client account transactions and trading for Tempo Wealth. Responsible for timely, accurate processing of trades, money movements, Roth conversions, and custodial actions across all custodians, maintaining complete documentation for compliance and client reporting.

This position can be hybrid after a training period in the office.

Salary and Benefits

  • Base salary $70K-85K, commensurate with experience and credentials
  • Company-paid health insurance
  • 401(k) with safe harbor contribution
  • Group life and disability insurance
  • Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
  • No business development

Responsibilities

  • Execute trades on all custodian platforms per advisor/CEC PRF workflow
  • Process lump-sum investments, DCA schedules, rebalances, and reallocations
  • Purchase CDs, T-Bills, and bonds as directed
  • Facilitate Roth conversions and other tax-impacted trade sequences
  • Run monthly Schwab residuals, distribute/journal as needed
  • Track, correct, and document trade errors for SEC compliance
  • EFT sheet maintenance, and margin transfers
  • Support systematic contributions/distributions and initial investment trade logistics
  • Ensure new assets tied to your role are captured/attributed correctly in the Opportunity record and reflected in reporting
  • Handle ACH pulls, wires, and disbursements with correct trade sequencing
  • Manage internal journals and account-to-account transfers
  • Update fee sheets and remove excess funds as required
  • Execute billing related trade and cash management sequences (including restricted account fee funding) per the published billing workflow; coordinate with DO/advisors and provide completion status to CEC

Qualifications

  • 5 years plus experience in wealth management/financial planning firm that custodies at Schwab
  • Expert-level Schwab/Altruist ops and trading workflow fluency
  • High precision under time pressure; strong compliance instincts
  • Proficiency with Advyzon records
  • Excellent task management and follow-through
  • Clear internal communication with team
  • Organized and detail-oriented
  • Tech-savvy, with the ability to learn quickly
  • Problem solving and independent worker - we do not micromanage

Hiring Process

Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.

Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.

Employment Type: FULL_TIME

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