About this role
Solutions Engineer at Altruist. Location: Dallas or Los Angeles. Role: Support opportunities, Map workflows, Lead implementations Requirements: 3+ years in RIA/wealth management or advisor‑focused fintech; FINRA Series 7 and 63 licensing or ability to obtain in 90 days; strong technical fluency and consultative problem solving; cross‑functional collaboration; project management. Category: Information Technology Seniority: Mid Level Tools: Salesforce, Redtail, Wealthbox, CRM, Portfolio accounting, Planning software, Digital onboarding, APIs Certifications: finra series 7, finra series 63 Commitment: Full Time Workplace: Hybrid Languages: English, Telugu