Independent Financial Advisor - succession opportunity Full-time book of business transition, 4-6 ... software and CRM platforms Existing professional network or demonstrated ability to source new ...
Independent Financial Advisor - succession opportunity Full-time book of business transition, 4-6 ... software and CRM platforms Existing professional network or demonstrated ability to source new ...
Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
Quick apply
Manage data and plans in financial planning software (eMoney Advisor) * Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report ...
Independent Financial Advisor -- succession opportunity Full-time book of business transition, 4-6 ... software and CRM platforms ยท Existing professional network or demonstrated ability to source new ...
Quick apply
Independent Financial Advisor -- succession opportunity Full-time book of business transition, 4-6 ... software and CRM platforms ยท Existing professional network or demonstrated ability to source new ...
... software and CRM platforms โข Existing professional network or demonstrated ability to source new client Benefits What's we offer: โข A clearly defined succession plan with full ownership ...
... software and CRM platforms โข Existing professional network or demonstrated ability to source new client Benefits What's we offer: โข A clearly defined succession plan with full ownership ...
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Software Development Engineering - Advisor II
Berkeley Heights, NJ ยท On-site
$109K - $182K/yr
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Software Development Engineering - Advisor II
Berkeley Heights, NJ ยท On-site
$109K - $182K/yr
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Software Development Engineering - Advisor II
$109K - $152K/yr
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Software Development Engineering - Advisor II
$109K - $152K/yr
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Software Engineering Advisor- Hybrid
Overland Park, KS ยท On-site
$100 - $125/hr
## Software Engineering Advisor- HybridApplyremote type: Hybridlocations: Overland Park, KStime type: Full timeposted on: Posted Todayjob requisition id: 26007967Cigna-Evernorth Services Inc. seeks a ...
Software Engineering Advisor- Hybrid
Overland Park, KS ยท On-site
$100 - $125/hr
## Software Engineering Advisor- HybridApplyremote type: Hybridlocations: Overland Park, KStime type: Full timeposted on: Posted Todayjob requisition id: 26007967Cigna-Evernorth Services Inc. seeks a ...
Software Development Engineering - Advisor II
Jacksonville, FL ยท On-site
$109K - $182K/yr
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Software Development Engineering - Advisor II
Jacksonville, FL ยท On-site
$109K - $182K/yr
Job Title Software Development Engineering - Advisor II About your role: As a Software Development Engineer, you will design, build, and enhance software for the Finxact Core as a Service platform ...
Technical Advisor (Patent Litigation Software/Technology)
New York, NY ยท On-site
$45 - $60/hr
Technical Advisor (Patent Litigation - Software/Technology) Location: New York, NY Employment Type: Contract (3-6 months, with possible extension) Compensation: Competitive, based on experience About ...
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Technical Advisor (Patent Litigation Software/Technology)
New York, NY ยท On-site
$45 - $60/hr
Technical Advisor (Patent Litigation - Software/Technology) Location: New York, NY Employment Type: Contract (3-6 months, with possible extension) Compensation: Competitive, based on experience About ...
Technical Advisor (Patent Litigation Software/Technology)
San Jose, CA ยท On-site
$45 - $60/hr
Technical Advisor (Patent Litigation - Software/Technology) Location: Silicon Valley, CA Employment Type: Contract (3-6 months, with possible extension) Compensation: Competitive, based on experience ...
Quick apply
Technical Advisor (Patent Litigation Software/Technology)
San Jose, CA ยท On-site
$45 - $60/hr
Technical Advisor (Patent Litigation - Software/Technology) Location: Silicon Valley, CA Employment Type: Contract (3-6 months, with possible extension) Compensation: Competitive, based on experience ...
Financial Advisor Assistant
Fruitland Park, FL ยท On-site
$45K - $55K/yr
Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with ... Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document ...
Quick apply
Financial Advisor Assistant
Fruitland Park, FL ยท On-site
$45K - $55K/yr
Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with ... Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document ...
Technical Advisor (Patent Litigation Software/Technology)
Boston, MA ยท On-site
$45 - $60/hr
Technical Advisor (Patent Litigation - Software/Technology) Location: Boston, MA Employment Type: Contract (3-6 months, with possible extension) Compensation: Competitive, based on experience About ...
Quick apply
Technical Advisor (Patent Litigation Software/Technology)
Boston, MA ยท On-site
$45 - $60/hr
Technical Advisor (Patent Litigation - Software/Technology) Location: Boston, MA Employment Type: Contract (3-6 months, with possible extension) Compensation: Competitive, based on experience About ...
Financial Advisor Assistant
Fruitland Park, FL ยท On-site
$45K - $55K/yr
Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with ... Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document ...
Quick apply
Financial Advisor Assistant
Fruitland Park, FL ยท On-site
$45K - $55K/yr
Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with ... Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document ...
Financial Advisor Assistant
Fruitland Park, FL ยท On-site
$45K - $55K/yr
Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with ... Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document ...
Quick apply
Financial Advisor Assistant
Fruitland Park, FL ยท On-site
$45K - $55K/yr
Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with ... Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document ...
Software Development Engineering - Advisor I
Berkeley Heights, NJ ยท On-site
$110K - $186K/yr
Job Title Software Development Engineering - Advisor I About your role: At Fiserv, we are dedicated to transforming financial services technology to benefit our clients. As a Software Development ...
Software Development Engineering - Advisor I
Berkeley Heights, NJ ยท On-site
$110K - $186K/yr
Job Title Software Development Engineering - Advisor I About your role: At Fiserv, we are dedicated to transforming financial services technology to benefit our clients. As a Software Development ...
Job Title Software Development Engineering - Advisor II Core Application - Senior Golang Developer As a Senior Developer on the Core Application team, you will be working in an application design and ...
Job Title Software Development Engineering - Advisor II Core Application - Senior Golang Developer As a Senior Developer on the Core Application team, you will be working in an application design and ...
Software Engineering Senior Advisor- Hybrid
Plano, TX ยท On-site
$100 - $125/hr
Software Engineering Senior Advisor- Hybrid page is loaded## Software Engineering Senior Advisor- Hybridremote type: Hybridlocations: Plano, TXtime type: Full timeposted on: Posted Todayjob ...
Software Engineering Senior Advisor- Hybrid
Plano, TX ยท On-site
$100 - $125/hr
Software Engineering Senior Advisor- Hybrid page is loaded## Software Engineering Senior Advisor- Hybridremote type: Hybridlocations: Plano, TXtime type: Full timeposted on: Posted Todayjob ...
Software Advisor information
See salary details
$12.02 - $15.06
6% of jobs
$15.06 - $18.09
15% of jobs
$18.73 is the 25th percentile. Wages below this are outliers.
$18.09 - $21.13
19% of jobs
The median wage is $23.06 / hr.
$21.13 - $24.17
16% of jobs
$24.17 - $27.21
15% of jobs
$28.50 is the 75th percentile. Wages above this are outliers.
$27.21 - $30.24
11% of jobs
$30.24 - $33.28
7% of jobs
$33.28 - $36.32
5% of jobs
$36.32 - $39.36
2% of jobs
$39.36 - $42.40
2% of jobs
$42.40 - $45.43
2% of jobs
$12
$25
$45
How much do software advisor jobs pay per hour?
What is a software advisor?
How does a software advisor typically collaborate with clients and internal teams during a software selection project?
What are the key skills and qualifications needed to thrive as a software advisor, and why are they important?
What states have the most Software Advisor jobs?
States with the most job openings for Software Advisor jobs include:
What are popular job titles related to Software Advisor jobs?
For Software Advisor jobs, the most frequently searched job titles are:

Independent Financial Advisor - MEI Financial Group
Reading, PA โข On-site
Full-time
Posted 15 days ago
Job description
Independent Financial Advisor - succession opportunity
Full-time book of business transition, 4-6 year timeline
About the opportunity:
We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4-6 year transition period.
If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own - this role was designed for you.
What you'll do
Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice
Work closely with the current advisors through a structured knowledge and client transition process
Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance
Build trust with existing clients and expand the practice through referrals and networking
Maintain full compliance with regulatory requirements and industry best practices
Requirements
What we're looking for:
Minimum 5 years of experience as a licensed financial advisor
Demonstrated track record of client retention, growth, and relationship management
Strong self-motivation and the drive to work independently with minimal oversight
Genuine interest in eventually owning and operating an independent financial practice
Excellent communication and interpersonal skills - you build trust naturally
Current and in good standing with all applicable licensing requirements
Nice to have:
CFP (Certified Financial Planner) designation - strongly preferred and considered a significant asset
Experience with financial planning software and CRM platforms
Existing professional network or demonstrated ability to source new client
Benefits
What's we offer:
A clearly defined succession plan with full ownership transition over 4-6 years
Competitive compensation structure tied to book performance and growth
Mentorship and knowledge transfer from seasoned advisors committed to your success
Flexibility and autonomy in how you manage and grow your practice
Ready to take the next step?
If you're an experienced, self-driven advisor looking for more than just another job - this is your chance to build something lasting. Send your resume and a brief cover letter outlining your experience and your vision for your practice to dave@meifinancialgroup.com. We look forward to a confidential conversation.