A
Customer Support Representative
AdvicePay
On-siteCustomer support
From the original posting
Bozeman, Montana, United States About Us Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach. Today, AdvicePay continues to grow and adapt with new features and…
Excerpt from the original posting (English). Full details are on the employer site.m3rad Jobs does not hire and does not represent the employer. The original posting is the reference.