Many financial planners struggle to get paid in a compliant way under the fee-for-service model. With every transaction they find themselves asking questions, including:
AdvicePay offers powerful features built specifically for financial advisors including subscription billing, one-time payments, ACH and credit/debit card use, an advisor portal, a client portal, and most importantly - it complies with custody regulations.
We value our culture at AdvicePay, and we want to work with people who like it here as much as we do. That's why we invite you to peruse our Dream Team Handbook. We want you to make an informed decision about joining our team, and in our handbook you'll learn a lot about our culture.
WE WELCOME EVERYONE
AdvicePay is committed to improving equity and diversity in the financial planning and technology/development professions by creating an inclusive workplace and comfortable environment for every AdvicePay team member, everyone who goes through our hiring process, and each user of AdvicePay. We welcome everyone!
We believe we're better when we're diverse, which includes diversity in race & ethnicity, gender, identity, sexual orientation, religious belief, age, physical ability, background, and more. AdvicePay's commitment to achieving equity starts "at home" with our inclusive hiring process, a more inclusive work environment by training our team members to be better allies, and implementing benefits and policies that support team members and their families with various backgrounds and life circumstances.
Some of the steps AdvicePay is taking include:
Partnering with The Montana Racial Equity Project
Volunteering in the Bozeman community
Whiteness at Work training for our Managing Director
Team training around DEI (coming soon!)
Collaborating with XY Planning Network’s Director of People & Culture on trainings and events to support diversity and inclusion
Supporting XY Planning Network and their members as they work toward achieving equality and enhancing diversity in the financial planning profession
HIRING PROCESS GOALS
When hiring, we don't hire based on skin color, gender, or any other areas of diversity - the best candidate for each open position will be offered the job. Best, however, is not defined as the most experience, the right degree, or the person who will get along best with the current team, but instead, the person who will both be able to do the job and bring a unique perspective to our team that will move the entire company forward. We push ourselves to give candidates from underrepresented populations intentional access to opportunities they may not otherwise get.
Our goal is to interview at least one (ideally two) Black, Indigenous, and people of color (BIPOC) candidate in first-round interviews for all open positions.
TEAM DIVERSITY GOALS
Based on our hiring process goals, we set the following targets we hope to achieve among our team members, to align with the demographics of the United States (at a minimum):
50% gender diverse* (achieved)
24% of the team is BIPOC by end of 2022
*Gender diverse is defined as anyone who self-identifies as a cis woman, a transgender woman, non-binary, or any other identity, role, or expression beyond the binary framework.
ADVICEPAY IS PROUD TO SUPPORT EQUAL PAY
During each new team member’s first week, we review our transparent compensation structure. Salary is based on levels of accountability, and the compensation associated with each level of accountability is visible for all team members to see. We don’t require or allow salary negotiations, as they tend to lead to gender and racial pay gaps (also described here). Instead, every team member at each level of accountability makes the same amount, taking subjectivity out of compensation. We believe in paying the highest amount possible for a given accountability level and expect the best from our team in return.
BENEFITS & POLICIES
Below is an outline of the benefits and policies that support our commitment to diversity, equity, and inclusion at AdvicePay and the unique personal and family circumstances each team member may have. For details around each benefit and policy listed below (as well as our many other benefits!), please see our Dream Team Handbook.
Children in the Office
Equal Opportunity Employment
Diversity & Inclusion Policy
Team Member Code of Conduct Policy
Go to any great city, round up only the cool people, and you've gathered the population of Bozeman, Montana. Living in a place that's so scenic and so serene changes who you are - for the better. For the people who call Bozeman home, It's more than a town; it's a way of life.
You need to experience our idyllic town to truly understand. Rest assured, it won't take long for Bozeman to win you over. Whether you come for a visit or you relocate here, you'll never find a more welcoming community.
AdvicePay is headquartered in the heart of Bozeman's historic & vibrant downtown, with endless dining options, wine bars, boutiques, and breweries just steps away. Travelers come from all over to visit our next-door neighbors Yellowstone National Park and Bridger Bowl Ski Area. We can stop by either attraction over a lunch break. Life is good here.