Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
Overview
To help financial advisors achieve the growth they seek. And to do it in less time than they thought possible.
News
Maximizing Your Strategic Advantage
Maximizing Your Strategic Advantage What I Wish You Knew About Your Team That's Costing You Money Bill Good ran what were likely the first systematic time studies in the financial advice industry. The finding held up for decades: an advisor is worth rough
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Report
What Nearly 50 Years of Consulting Inside Advisor Offices Taught Us About Best Practices
Most financial advisors have a CRM. Most have integrations. Most have data coming out of their ears. And most are still spending roughly 70% of their time on non-revenue generating tasks. Data entry. Meeting prep. Documentation. Follow-ups. Reconciliation
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Report
Growth in the Age of AI
Growth in the Age of AI The #1 Change You Must Make to Close More HNW Households High-net-worth prospects are now using AI for a "first opinion" before they ever call an advisor. Here's how to win their business by transforming your discovery meeting - an
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Report
The Total Advisor
The Total Advisor The Service Your HNW Clients Want and Don't Know You Can Provide The wealthiest families in America are sitting ducks.Not at work - at work, they're surrounded by enterprise-grade security teams, multi-factor authentication, threat monit
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Report
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Technologies
Marketing
Salesforce
Stack modernity
85/100
How modern this stack is, based on technology relevance, AI adoption and the share of legacy tools.
In-demand technologies
Salesforce
2 jobs
Required
$80k
-44% vs market
Salary medians are calculated from this company's open jobs and compared with the market.
Industry adoption
Salesforce
9%
Share of companies in the same industry that use each technology.
Stack changes
Salesforce
Sep 2026
Technologies recently added to or removed from this company's stack - a signal of tech migrations and new initiatives.
Salary insights
Compensation ranges based on this company's open jobs
Median
$90k
Typical range
$54k – $148k
Open positions
11
2
Jobs
Senior
50%
Architect
50%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Senior | 1 | $148k | $148k |
| Architect | 1 | $98k | $98k |
Highest paying role
Senior Wealth Stategist
$148k
Normalized to USD per year
Growth
Hiring Momentum
28/100
Slowing
Open positions
11
0 opened / 0 closed in 30 days
ATS activity
Every ~2 days
Today
Hiring Dynamics
0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
45% ▼
Customer Success
36% ▲
Administrative
18% ▼
Offices
Where the company hires and what each office is for
Cities
8
Hiring now
8
Countries
1
Busiest office
Atlanta
Atlanta
United States
2 open roles 2 posted in 90 days $80k Avg Salary
hires for Administrative, Finance
Novi
United States
2 open roles 2 posted in 90 days $75k Avg Salary
hires for Administrative, Customer Success
State College
United States
2 open roles 2 posted in 90 days $78k Avg Salary
hires for Finance, Customer Success
New Orleans
United States
1 open roles 1 posted in 90 days $148k Avg Salary
hires for Finance
Wilmington
United States
1 open roles 1 posted in 90 days $110k Avg Salary
hires for Finance
Richmond
United States
1 open roles 1 posted in 90 days $98k Avg Salary
hires for Finance
Prairie Village
United States
1 open roles 1 posted in 90 days $90k Avg Salary
hires for Customer Success
Butler
United States
1 open roles 1 posted in 90 days $62k Avg Salary
hires for Customer Success
Jobs
$56k – $90k per year • In office • Full-Time • State College
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$96k – $110k per year • Remote/Hybrid • Full-Time • Bachelor's Degree • Wilmington
Apply
$50k – $62k per year • In office • Full-Time • Butler
Apply
$50k – $65k per year • In office • Full-Time • State College
Apply
$42k – $54k per year • In office • Full-Time • Novi
Apply
$77k – $95k per year • In office • Full-Time • Novi
Apply
$95k – $148k per year • In office • Full-Time • Master's Degree • New Orleans
Apply
$90k – $105k per year • In office • Full-Time • Atlanta
Salesforce
Apply
$80k – $98k per year • In office • Full-Time • Bachelor's Degree • Richmond
Apply
$45k – $54k per year • In office • Full-Time • Atlanta
Salesforce
Apply
$70k – $90k per year • In office • Full-Time • Prairie Village
Apply