A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
Temporary Communications Professional
Aurora, CO · Remote
$24 - $35/hr
Administrative Support 15%: * General administrative office support as needed, such as the ... Remote - this role is eligible to work remotely, but the employee must be in the United States. Why ...
Temporary Communications Professional
Aurora, CO · Remote
$24 - $35/hr
Administrative Support 15%: * General administrative office support as needed, such as the ... Remote - this role is eligible to work remotely, but the employee must be in the United States. Why ...
Community Support Specialist
Denver, CO · On-site +1
$20.75/hr
... I to provide direct, hands-on support to children, youth, and families involved in the child ... support professional growth Requirements • Bachelor's degree in a human service field such as ...
Community Support Specialist
Denver, CO · On-site +1
$20.75/hr
... I to provide direct, hands-on support to children, youth, and families involved in the child ... support professional growth Requirements • Bachelor's degree in a human service field such as ...
Executive Director
Fort Collins, CO · On-site +1
$120K - $135K/yr
... supports the professional development of its members. ACCED-I provides a comprehensive suite of ... The Executive Director leads a remote professional staff and serves as the chief executive and ...
Executive Director
Fort Collins, CO · On-site +1
$120K - $135K/yr
... supports the professional development of its members. ACCED-I provides a comprehensive suite of ... The Executive Director leads a remote professional staff and serves as the chief executive and ...
$69K - $158K/yr
Remote Work: Yes Job Number: R0241704 Location: San Antonio,TX,US Share job via: Share Additional ... As a digital transformation professional, you know that implementing improved digital initiatives ...
$69K - $158K/yr
Remote Work: Yes Job Number: R0241704 Location: San Antonio,TX,US Share job via: Share Additional ... As a digital transformation professional, you know that implementing improved digital initiatives ...
Tax Senior (Hybrid / Remote)
Denver, CO · On-site +1
$90K - $130K/yr
The firm is committed to fostering a collaborative culture, professional growth, and work-life ... Direct Phone: 605-601-4597
Quick apply
Tax Senior (Hybrid / Remote)
Denver, CO · On-site +1
$90K - $130K/yr
The firm is committed to fostering a collaborative culture, professional growth, and work-life ... Direct Phone: 605-601-4597
Licensed Professional Counselor (LPC) - Golden, CO (REMOTE)
Golden, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Golden, CO (REMOTE)
Golden, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Evans, CO (REMOTE)
Evans, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Evans, CO (REMOTE)
Evans, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Arvada, CO (REMOTE)
Arvada, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Arvada, CO (REMOTE)
Arvada, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Niwot, CO (REMOTE)
Niwot, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Niwot, CO (REMOTE)
Niwot, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Denver, CO (REMOTE)
Denver, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Denver, CO (REMOTE)
Denver, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Thornton, CO (REMOTE)
Thornton, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Thornton, CO (REMOTE)
Thornton, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Littleton, CO (REMOTE)
Littleton, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Littleton, CO (REMOTE)
Littleton, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Brighton, CO (REMOTE)
Brighton, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Brighton, CO (REMOTE)
Brighton, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Aurora, CO (REMOTE)
Aurora, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Aurora, CO (REMOTE)
Aurora, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Broomfield, CO (REMOTE)
Broomfield, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Broomfield, CO (REMOTE)
Broomfield, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Greeley, CO (REMOTE)
Greeley, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Greeley, CO (REMOTE)
Greeley, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Erie, CO (REMOTE)
Erie, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
Licensed Professional Counselor (LPC) - Erie, CO (REMOTE)
Erie, CO · On-site +1
$62K - $80K/yr
Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow ... By investing in your growth, supporting you financially, holistically, and professionally, while ...
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Full-time
Medical, Dental, Retirement, PTO
Posted 10 days ago
Job description
Do you obsess about making clients happy and dream of solving challenging technical and financial problems? Are you interested in quick promotion opportunities and as much responsibility as you can handle? FinFolio is the back office for large investment advisors and you will help us support our mission critical software.
Who is FinFolio?
- We make wealth management simpler!
- A SaaS solution that is the back office for professional wealth managers
- Our software reports, trades, and bills investment accounts
- 100% remote company with great benefits
- Startup, small-company atmosphere
- Passionate and excited about great software and making our clients happy
What will you do at this job?
- Discuss investments and software functionality with wealth manager clients
- Provide technical support by resolving issues and questions by phone and email
- Give webinars and 1-on-1 training to clients
- Implement new clients by converting data from their old software
- Assist in testing products with new software releases
- Help troubleshoot software bugs and work with development team to make fixes
- Build processes and procedures to help new team members
- Write and maintain documentation and articles about software functionality
What qualifications would help me be successful at FinFolio?
- Familiar with market operations (Exchanges, stocks, bonds, etc.)
- Excellent written and verbal communication skills in English
- Must be reliable and self starting, with a strong attention to detail
- Based in the USA, with a quiet home office and fast internet
- Must be tech savvy, able to write scripts and use macro languages
- Finance degree, Series 63 or equivalent experience
- Would be a plus to know FTP, SQL, DOS Batch, or REST APIs
How do we work remotely?
- You need a quiet home office, suitable for video, telepresence and meetings
- Slack & Pragli for intra-office communication (you will be on video often)
- GMail for communication with clients and data vendors
- Gusto for HR and payroll
- Google Drive for documents, spreadsheets, etc.
- Hubspot for contact management and help desk
Why should you work here?
- Work with a team that is excited and passionate about what they do
- Help support an amazing, best-in-class product that is fun to use
- Competitive salary + health/dental + unlimited paid time off + 401K match
- Interact with interesting and successful financial advisor clients
About FinFolio
Sourced by ZipRecruiter
Industry
Software development
Company size
11 - 50 Employees
Headquarters location
Denver, CO, US
Year founded
2008