Advisor Solutions Coordinator at Conquest Planning

Enhance the online advisor community as an Advisor Solutions Coordinator with Conquest Planning. This remote role focuses on community engagement, user support, and integration coordination.

Conquest Planning is seeking a dedicated Advisor Solutions Coordinator to support its thriving online advisor community. In this remote position, you will facilitate user interactions, assist in user management, and promote community feedback. Your contributions are vital in helping advisors connect efficiently and successfully utilize the platform.

Key Responsibilities:

• Moderate and engage within the advisor community

• Coordinate branding and user management requests

• Document and resolve integration issues effectively

• Guide advisors to educational resources and support channels

• Collaborate across teams for smooth communication

Requirements:

• 2–4+ years in customer support or related roles

• Experience with online community management and engagement

• Strong communication and organizational skills

• Familiarity with Salesforce and CRM tools preferred

• Adaptable and collaborative in cross-functional settings

Become an integral part of a purpose-driven team transforming financial planning at Conquest Planning.
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