Salesforce Administrator

Financial & Tax Architects provided pay range

Base pay range

$95,000.00 / yr - $120,000.00 / yr

Additional compensation types

• Annual Bonus
• Direct message the job poster from Financial & Tax Architects

We are a growing financial services firm dedicated to helping clients achieve security and confidence in retirement. Our people are at the center of what we do, and were proud of our culture built on Compassion, Dependability, Growth, Pride, and Candor. To keep pace with our expansion, we are seeking an experienced Salesforce Administrator to join our team.

Position Overview

We are seeking an experienced Salesforce Administrator to serve as the primary owner of our Salesforce Financial Services Cloud environment. This position is crucial to supporting our national expansion and ensuring that our advisors, service teams, and leadership have access to accurate, actionable data, enabling them to provide world?class retirement planning to clients.

As our primary Salesforce resource, you will own the platforms design, customization, integration, and optimization. You will partner with leadership to align business processes with technology, implement automation, maintain compliance controls, and drive adoption across a rapidly growing advisor force.

Key Responsibilities

Platform Administration & Optimization

Business Process Alignment

User Training & Adoption

Compliance & Security

Integration & Growth Enablement

Required Qualifications

Preferred Qualifications

Why Join Financial & Tax Architects :

Simply put, FTA has a history, culture, and retirement planning philosophy that helps clients get the retirement they desire and produces some of the top?performing advisors in the industry. We do not ask advisors to prospect or develop / bring over their books of business because we provide the leads for you. Our advisors help clients focus on their retirement needs and then use our system to help them realize their goals.

As we approach our 30th year in business at Financial & Tax Architects, LLC, were not just a company were a united team with a transformative purpose. We have helped thousands of clients achieve the retirement they have earned across the country. Guided by the vision of Your Retirement Professor Scott Brooks, our focus is empowering clients with lifelong financial security. With our immersive educational approach, fiduciary commitment, and innovative investment strategies, youll become part of a group shaping the future of retirement solutions. Our goal?based financial planning process is designed to help our clients obtain the income they need to meet their retirement vision.

Come contribute to impactful change, cultivate personal and professional growth, and align with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor.

EEO Statement

Financial & Tax Architects is committed to the principles of equal employment. The Company is committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of age (over 40), race, color, national origin, ancestry, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status, sexual orientation, gender identity or any other status protected by federal, state, or local laws. Financial & Tax Architects is dedicated to the fulfillment of this policy in regard to all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment.

Seniority level

Mid?Senior level

Employment type

Full?time

Job function

Information Technology

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