Financial Planning Advisor Software Support
- Employer
- Pietech
- Location
- Midlothian, Virginia
- Salary
- Not Specified
- Posted
- Jun 29, 2017
- Closes
- Aug 25, 2017
- Ref
- 4432969481#GIJ--J2CBackfill.1
- Category
- Administration / Clerical
- Job Type
- Not Specified
- Career Level
- Not Specified
PIEtech is an industry leader looking for motivated individuals to join our dynamic team.
As the innovative leader in the development and delivery of online financial planning software, our products impact millions of people and are utilized in public and private companies across the United States.
We believe an innovative product can only be developed in an innovative company; from a casual dress code to a dog-friendly work space, we offer an environment that fosters innovation, collaboration and independent development.
Our environment is made up of individuals with strong work ethic and the desire to work together.
We are fully invested in our employees because our employees are fully invested in our products, our company and our future!As a Client Service Team Member, you will be the front-line support for our users.
You will be expected to address financial and technical questions for a complex software package.
We are looking for independent go-getters who always have an eye on improvement.
Responsibilities include:Creating and delivering advanced-planning techniques within the software.
Interpreting, prioritizing and evaluating incoming questions from users.
Communicating effectively with advisors, assistants, and enterprise clients.
Conducting webinars and in-person training (potential for business travel).
Collaborating on internal, team-specific projects involving our sales, legal, technology development, and training teams.
#IndeedMPSkills:Requirements and Qualifications Include:Bachelor s degree (Preferably in Finance or a related field)Registered Paraplanner (RP ) designation or ability to obtain upon employmentStrong customer service, problem solving, and communication skills (Positive attitude and ambition to help others)Presentation/training skills to conduct group training programs on MoneyGuideProStrong aptitude for technologyWork well independently and collaboratively, and have a desire to be part of a cohesive teamExperience in the financial services/financial planning industry, related degree or certification/designation is strongly preferredVersion 1.
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25628 updated 2/20/2017 2:14 PM
As the innovative leader in the development and delivery of online financial planning software, our products impact millions of people and are utilized in public and private companies across the United States.
We believe an innovative product can only be developed in an innovative company; from a casual dress code to a dog-friendly work space, we offer an environment that fosters innovation, collaboration and independent development.
Our environment is made up of individuals with strong work ethic and the desire to work together.
We are fully invested in our employees because our employees are fully invested in our products, our company and our future!As a Client Service Team Member, you will be the front-line support for our users.
You will be expected to address financial and technical questions for a complex software package.
We are looking for independent go-getters who always have an eye on improvement.
Responsibilities include:Creating and delivering advanced-planning techniques within the software.
Interpreting, prioritizing and evaluating incoming questions from users.
Communicating effectively with advisors, assistants, and enterprise clients.
Conducting webinars and in-person training (potential for business travel).
Collaborating on internal, team-specific projects involving our sales, legal, technology development, and training teams.
#IndeedMPSkills:Requirements and Qualifications Include:Bachelor s degree (Preferably in Finance or a related field)Registered Paraplanner (RP ) designation or ability to obtain upon employmentStrong customer service, problem solving, and communication skills (Positive attitude and ambition to help others)Presentation/training skills to conduct group training programs on MoneyGuideProStrong aptitude for technologyWork well independently and collaboratively, and have a desire to be part of a cohesive teamExperience in the financial services/financial planning industry, related degree or certification/designation is strongly preferredVersion 1.
31.
0.
25628 updated 2/20/2017 2:14 PM