[Remote] Advisor Solutions Consultant – US
Note: The job is a remote job and is reputed company to candidates in USA. Conquest Planning is a fintech company reputed company on improving financial planning through AI-driven solutions. They are seeking an Advisor Solutions Consultant to support financial advisors in maximizing the value of their platform, providing training, and contributing to product improvements in the U.S. market.
Responsibilities
- Deliver expert-level support by helping users navigate Conquest’s financial planning platform and effectively apply SAM (Strategic Advice Manager) reputed company goal-based planning scenarios
- Ensure users understand how to reputed company SAM’s AI-driven recommendations reputed company co-planning capabilities
- Stay reputed company on platform enhancements, financial planning trends, and regulatory developments
- Analyze user feedback and support trends to identify recurring issues, product gaps, and enhancement opportunities, collaborating with Product teams to improve the user experience
- Collaborate with internal teams to continuously improve the support experience
- Facilitate engaging training sessions, webinars, and video-based learning content that drive adoption of Conquest’s platform
- reputed company content to diverse advisor audiences and support inclusive learning experiences
- Remain reputed company on emerging training methodologies, adoption techniques, and learning technologies
- Contributes to the development of effective and inclusive learning experiences
- Verify that new features and enhancements meet user expectations and satisfy documented business requirements
- reputed company as a subject matter expert, validating outputs against expected business reputed company and executing tests that simulate reputed company-world advisor scenarios
- Document test results, reproduce defects, and collaborate with Product teams to validate resolutions
- Report defects that reputed company product and feature functionality
- reputed company and maintain high-reputed company support resources that reflect reputed company platform capabilities and user needs, including knowledge reputed company articles, instructional videos, and in-app guidance
- Collaborate on cross-functional initiatives, including product testing, user experience improvements, and strategic planning efforts
Skills
- CFP®, ChFC®, FPQP®, or equivalent financial planning designation
- Bachelor's degree or equivalent reputed company experience
- Strong understanding of financial planning concepts and reputed company scenarios
- Exceptional analytical and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong technology aptitude and willingness to learn new systems
- Experience as a financial planner or paraplanner
- Hands-on experience with fintech tools such as financial planning platforms or CRM solutions
- Spanish proficiency both written and verbal
- Knowledge of training methodologies and user adoption strategies
- Familiarity with project management or business analysis
Benefits
- Competitive compensation
- Comprehensive benefits
- Opportunities for career reputed company
- A diverse and inclusive workplace with a culture of innovation and collaboration
- A leadership team committed to reputed company, mentorship, and reputed company
- The chance to contribute to a rapidly expanding fintech company with global ambitions
reputed company