POSITION SUMMARY. The Advisor Care Associate will be an integral part of our Advisor Care team that focuses on financial planning and administrative support specifically for our advisor partners. ESSENTIAL DUTIES AND RESPONSIBILITIES. The essential functions include, but are not limited to the following. Manage all Advanced Planning submissions through Advisory Alpha’s proprietary technologies. Ensure all Advanced Planning quality assurance steps...
Position Summary. The Research Director focuses exclusively on investment management and practices for integration into financial planning services. Essential Duties and Responsibilities. The essential functions include, but are not limited to the following. Collaborate with the Investment Team to create and manage workflows and standard operating procedures. Manage a series of internal documents designed to organize and document data related to ...
Position Summary. The IT Support Specialist provides support for users with computer and software issues and also implements and maintains automated infrastructure. They will need to identify problems, brainstorm solutions and analyze answers. Essential Duties and Responsibilities. The essential functions include, but are not limited to the following. Infrastructure as Code (IaC): Design, implement, and maintain automated infrastructure provision...
