Overview

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve.

Join us, and be part of a company that's not only moving fast—but making it count.

Job Brief

Provide a high level of proactive technical support to end-users by troubleshooting hardware, software, and network issues, ensuring minimal downtime and optimal productivity.

Here’s What You’ll Do:

• Respond to and resolve user-reported technical issues via ticketing system, chat, and phone.
• Install and configure software, hardware, and peripheral devices.
• Assist in managing user accounts, permissions, and access control.
• Document solutions and maintain a knowledge base for future reference.
• Conduct basic training sessions for users on IT tools and best practices.
• Assist others in the team to address issues.

What You Bring to the Table:

• A team player with 5+ years of IT support experience
• Ability to work with minimal supervision
• Familiarity with operating systems (Windows, macOS, Linux) and basic networking concepts.
• Ideally Google Workspace administration experience
• Experience with software deployment solutions such as JAMF and SCCM
• Strong customer service skills and effective communication.
• A strong “can do” attitude to complement problem-solving and analytical skills.
• Great troubleshooting and diagnostic skills.
• IT certifications (e.g., CompTIA A+, Google IT Support Certificate) are a plus.
• Ability to lift 50 lbs.

Success Metrics:

• Response and resolution times.
• User satisfaction ratings.
• Accuracy and detail in documentation.

Why You’ll Love Working Here:

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.