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Great People. Great Work. Great Impact.

If you’re looking for a team where everyone works together every day to help people live their great lives – including your own – we may have just the spot for you. 

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Leading the charge to make financial advice accessible to everyone

Over the past 8 years, we’ve transformed the financial services industry by creating the leading platform for processing payments and overseeing compliance of fee-for-service financial planning. Firms and advisors benefit from efficient workflows designed exclusively to support their fee-based financial planning revenue, including up-to-date compliance and data security, all in one unified platform. And we’re not stopping there. We’re on a mission to inspire and equip advisors to reach their goals while helping their clients reach theirs – and that motivates us every single day.

Find Your Place

Our Values

These aren’t just words posted on our office walls. These values are woven into our DNA. They guide us as we make crucial business decisions, collaborate, and overcome obstacles together.

We’ve worked hard to create an intentional work culture that supports work-life balance and empowers each Team Member to grow personally and professionally. 

Do the Right Thing

We always act with the utmost honesty and integrity in all our business endeavors. We expect all of our Team Members to do the right thing, even when the right thing is hard to do. It’s up to all of us to maintain our individual integrity, as well as the integrity of the AdvicePay brand.

Get Shit Done

Give it your all every time you show up to work, and expect the same from those around you. Be creative and try new things. Have a plan to measure success and failure, and be ready to own both. It’s okay to make mistakes, just learn from them!

Win Together – Lose Together

We work interdependently, relying both on individuals to perform at their best and on their surrounding team to support them. We don’t have “best departments” or solo “rock stars.” When we hit our marks, it’s as a Team. When we fail, it’s also as a Team.

Mission-Driven

Our Team is driven by the desire to be part of something bigger than themselves, which will have an impact far greater than any of us could have on our own. Everything you do at work contributes to our mission of helping people live their great lives – from the advisors we serve, to the clients they serve, and our Team Members.

Be Well Being You

We believe in taking care of and investing in ourselves physically, mentally, emotionally, financially, spiritually, and in personal relationships. You’re at your best, and help others be their best, when you’ve built a solid foundation for yourself.

Our Commitment to Diversity, Equity, Inclusion, and Belonging

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, 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 Our Perks

Flexible Paid Time Off

We have a flexible PTO policy – and we actually want you to use it! In fact, we require Team Members to take at least three weeks (15 business days) of vacation per calendar year, with 2 of those weeks being 5 consecutive business days. 

Paid Parental Leave

We know families come in all shapes and sizes, so we offer every Team Member up to 12 weeks of paid parental leave within the first 12 months following the birth or placement of a child.

Matched 401(k)

All Team Members are eligible to enroll in the company’s 401(k) plan as soon as their first day of employment. We will match up to 4.5% of your salary.

Be Well Being You Budget

To help our Team embody this Core Value, Team Members accumulate up to $250/quarter to spend on wellness-related expenses, whatever that looks like for you.

Professional Development Budget

All Team Members are eligible to receive up to $2,000 in professional development funds annually to help them better perform their current job, prepare for a future role, and/or increase their knowledge related to their career, professional growth, or the industry.

Financial Planning Benefit

AdvicePay contributes to your financial planning fees so that you can receive sound fiduciary advice and gain a personal perspective on the work that users of AdvicePay (financial planners) provide their clients!

We're an open book

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 Team Member Handbook. We want you to make an informed decision about joining our team, so dive in for an in-depth look at life at AdvicePay.

Read Our Handbook



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Open Positions

Currently we don't have any open positions.

How we hire

We want you to know exactly what to expect when you apply for a role at AdvicePay, so here’s a transparent look at our process. Keep in mind, the steps you see are a framework. We may change things up slightly based on schedules or other factors, but we’ll always keep you in the loop.

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Application Review

Our team reviews applications and resumes to screen for a variety of criteria from the job’s responsibilities, qualifications, and measurables.

Audio or Video Submissions

Candidates are asked to submit answers to questions via audio or video so we can learn more about you and why you are excited to work at AdvicePay.

Hiring Manager Interview

Congrats! We’re excited about you too. Next up, you’ll interview with your (potential) future people leader so they can get to know you better and vice versa.

Show Us Your Skills

We want to see your practical insight by giving you a task related to what you would do in the position. It might be a presentation, written assessment, or coding assignment.

Team Chats

Team chats are informal conversations where you’ll get a sneak peek into team dynamics and can ask questions to figure out if this is the right job for you.

Core Values Interview

You’ll have a quick conversation with our HR Manager to talk about our Core Values and company culture. 

Executive Interview

The final step in our interview process is a conversation with one of our executives.

Offer

We think you’re the best and right fit for this role! Our team will reach out to you with the details of your offer and what to expect next.

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Don’t see a role that’s calling your name right now? Subscribe below to get notifications about new career opportunities at AdvicePay! 

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