Member & Product Support Associate Application

Member & Product Support Associate

Job Application

Name (as it appears on your resume)(Required)

Preferred Email Address for follow up(Required)

Describe your ideal "dream" job and why you would be suited to and well qualified to do it.(Required)

In your own words, describe your understanding of the position you are applying for with fpPathfinder.(Required)

How are you uniquely qualified to be successful and perform at a high-level in this position?(Required)

Describe any work experience within the financial services industry or customer support/sales?(Required)

What are some tasks you would like to avoid in a job and why?(Required)

Salary Requirements: Please choose Yes or No to the salary range(Required)

Yes

We DO NOT want you to provide your salary requirements. Please do, however, indicate with at least a "yes" or "no" whether the salary range and bonus presented in the job description are adequate for your needs.

Upload Resume(Required)

Max. file size: 512 MB.

Upload 2min video (mp4) to explain why you are interested and qualified for this position.(Required)

Max. file size: 512 MB.

Optional: Cover Letter

Max. file size: 512 MB.

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What Customers Are Saying About Us

“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”

— An advisor in Texas

“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”

— Ryan, an advisor in New York

“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”

— William, an advisor In Massachusetts

“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”

— Mike, a financial advisor

“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”

— An advisor in Washington

“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”

— Robert, an Advisor in Colorado

“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”

— Ben G, an advisor in Wisconsin

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