Salesforce Administrator

About Us

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 we’re 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 platform’s 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

• Serve as the primary Salesforce administrator for Financial Services Cloud (FSC).
• Configure and maintain Salesforce objects, fields, record types, page layouts, validation rules, workflows, and process automation.
• Maintain data integrity, implement deduplication, and ensure system hygiene.
• Monitor system performance, releases, and new features—proactively identifying opportunities to improve usability and scalability.

Business Process Alignment

• Partner with leadership, operations, compliance, and advisors to translate business requirements into technical solutions.
• Automate workflows for prospecting, client onboarding, compliance tracking, service requests, and marketing campaigns.
• Build and maintain dashboards, reports, and analytics for executive decision-making.

User Training & Adoption

• Serve as the internal Salesforce champion to promote adoption and ensure best practices.
• Develop and deliver user training materials, including SOPs, quick-reference guides, and onboarding curricula for advisors and staff.
• Provide ongoing support, troubleshooting, and resolution of Tier 1 issues.

Compliance & Security

• Maintain strict adherence to SEC, FINRA, and RIA compliance standards within the Salesforce environment.
• Manage user permissions, profiles, and role hierarchies to ensure secure data access and integrity.
• Partner with compliance to ensure audit readiness and regulatory reporting.

Integration & Growth Enablement

• Lead integrations with marketing automation platforms, financial planning tools, and communication platforms.
• Collaborate with external Salesforce consultants and developers when advanced customization is required.
• Support technology strategy for scaling from St. Louis to multiple national offices.

Required Qualifications

• 3–5 years of Salesforce Administration experience (Financial Services Cloud required).
• Salesforce Administrator certification (ADM-201).
• Proven success in implementing automation, dashboards, and workflow optimizations.
• Comprehensive knowledge of CRM data architecture, reporting, and security best practices.
• Ability to communicate clearly with both technical and non-technical stakeholders.
• Experience supporting compliance-driven environments (RIA, broker-dealer, banking, or similar).

Preferred Qualifications

• Advanced Salesforce certifications (Platform App Builder, Advanced Admin, FSC Accreditation).
• Experience in financial advisory, wealth management, or fintech.
• Familiarity with RIA-specific workflows such as onboarding, KYC/AML, and fiduciary recordkeeping.
• Knowledge of API integrations, middleware, and data migration.

Benefits:

• Health Insurance - 50% employer coverage
• Dental Insurance
• Vision Insurance
• Hospital Indemnity Insurance
• Accident Insurance
• Critical Illness Insurance
• Life Insurance
• Short-Term and Long-Term Disability Insurance
• 401(k) with 3% match
• Paid vacation/PTO
• Flexible work-life balance

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, we're not just a company – we're 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, you'll 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.