Quality Assurance Analyst

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, Advice Pay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, Advice Pay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee‑for‑service model, our mission remains clear: to empower advisors and firms in offering fee‑for‑service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients.

As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that Advice Pay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest‑Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 Wealth Tech 100 company, which places us among the top 100 innovative Fin Tech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value – and want to contribute to – a positive, inclusive, innovative, and “Get Sh
* t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

The Quality Assurance (QA) Analyst role at Advice Pay owns testing across features and integrations, using tools and data to validate results, identify risks, and ensure smooth, high‑quality releases. QA Analysts collaborate closely with developers and product owners and improve test efficiency, coverage, and consistency across the team.

This position with our AdvisorBOB product is a great fit for a QA professional who loves numbers and embraces a good mathematical challenge. Because AdvisorBOB manages intricate advisor compensation structures, you’ll regularly work with complex, multi‑step calculations. If you enjoy digging into the "why" behind the numbers and ensuring every decimal place is exact, you’ll love this role.

• Design test cases for moderately complex features with minimal guidance.

• Ensure test documentation is clear, accurate, and reusable for the team.

• Execute exploratory testing to uncover edge cases, and usability issues.

• Balance thoroughness with efficiency to ensure sprint commitments are met.

• Align test coverage with specific sprint and release objectives.

• Write detailed, reproducible bug reports with strong supporting evidence.

• Independently triage bugs and collaborate with the team on high‑impact or complex cases.

• Identify and proactively communicate recurring issues or defect patterns.

• Validate fixes and confirm appropriate regression coverage.

• Participate in refinement and story pointing to anticipate edge cases and identify missing requirements early.

• Communicate test results and blockers clearly to the team.

• Collaborate with developers and product owners to align expectations for acceptance criteria and testing scope.

• Maintain and refine QA workflows to increase team consistency.

• Other duties as assigned

• Bug escape rate (defects found post‑release).

• Test case coverage

• Start Date:
  
  August 2026

• Status:
  Full‑time, exempt

• Location:
  
  Bozeman, MT

• Department:
  Product Development – AdvisorBOB

• Reports to:
  
  Engineering Manager

• Salary: $84,405-$92,846/year (please note that this wage is inclusive of all expected compensation. As with all roles at Advice Pay, we do not have a commission or bonus structure)

• Flexible paid time off days to maintain work‑life harmony (we…