Presales Tech Consultant
- $135,000 - $165,000
- St. Petersburg, FL
Wealth Management
A bit about us:
We’re a growing financial services and technology firm helping independent financial advisors build thriving businesses and better serve their clients. We combine technology, operational resources, and strategic support with an entrepreneurial culture that values initiative, curiosity, and a willingness to grow.
Why join us?
Help advisors feel more confident using technology to support their businesses.
Bring the platform to life through engaging demos, training, and real-world examples.
Enjoy a mix of prospect conversations, partner education, and collaboration with technology teams.
Join an evolving organization where you can contribute ideas and take on new challenges.
Base + Bonus + Unlimited PTO + HSA/FSA + Paid Paternity Leave + Premium Health, Dental, and Vision Insurance
Travel up to 40%
Bring the platform to life through engaging demos, training, and real-world examples.
Enjoy a mix of prospect conversations, partner education, and collaboration with technology teams.
Join an evolving organization where you can contribute ideas and take on new challenges.
Base + Bonus + Unlimited PTO + HSA/FSA + Paid Paternity Leave + Premium Health, Dental, and Vision Insurance
Travel up to 40%
Job Details
You’ll connect what our technology can do with what advisors actually need. From a prospect’s first demo to an existing partner’s training session, you’ll listen closely, make complex concepts approachable, and help people see practical ways to work more effectively.
What you’ll do:
Lead tailored software demos, webinars, and training sessions for prospective and existing partner firms.
Understand advisor workflows and recommend relevant features, tools, and training.
Create clear, useful guides and presentations that make learning easier.
Partner with internal teams and vendors to introduce new capabilities and follow through on advisor needs.
What you’ll bring:
Approximately 3–5 years of experience, ideally in fintech, wealth management, or financial services.
Strong presentation skills and experience delivering software demos or client-facing training.
Familiarity with CRM, performance reporting, or financial planning platforms preferred.
A thoughtful, adaptable communication style. You meet people where they are and tailor your approach.
What you’ll do:
Lead tailored software demos, webinars, and training sessions for prospective and existing partner firms.
Understand advisor workflows and recommend relevant features, tools, and training.
Create clear, useful guides and presentations that make learning easier.
Partner with internal teams and vendors to introduce new capabilities and follow through on advisor needs.
What you’ll bring:
Approximately 3–5 years of experience, ideally in fintech, wealth management, or financial services.
Strong presentation skills and experience delivering software demos or client-facing training.
Familiarity with CRM, performance reporting, or financial planning platforms preferred.
A thoughtful, adaptable communication style. You meet people where they are and tailor your approach.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy