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About Fi360


Benefits of Working for Fi360

Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the Fi360 Toolkit™ software, and Fi360 Fiduciary Score®. We are a growing company with an established reputation as a provider of high-quality products, subject matter expertise, and leadership.

Fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making. Our staff is dedicated and hard-working, and we strive to create an environment that is challenging but also supportive. We have outstanding benefits including: medical, dental, vision, 401(k), short and long-term disability, life insurance, paid vacation, holiday and flex time, and a wellness stipend.

Who Is Fi360?

We are a unique company that helps advisors and large financial services companies optimize their portfolio of holdings through the use of best practices and software. We have been around for over 13 years and are in rapid growth mode looking to hire IT staff who are not afraid to tackle the newest technologies in web and mobile software. We offer flexible work schedules and unmatched benefits packages.

Our Culture

We are working diligently to create a cultural environment that fosters innovation and productivity by offering flexible work arrangements and un-matched benefit packages. You would be working with a virtual and on-site team of senior engineers and architects to build the next generation of financial service applications.

Fi360 provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Fi360 complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you are interested in learning more about working for Fi360, please contact us for more information.

Current Openings:



Client Engagement Specialist

Position Summary:  

Works directly with our clients to provide an exceptional brand experience while assisting them with their inquiries. In this position you will be part of a team whose primary objectives are to retain our current clients and welcome our new clients. As a critical part of our rapidly growing organization, Client Engagement Specialists will ultimately acquire a deep understanding of our products and solutions. They will be responsible for educating and supporting our clients on product usage, and will garner client feedback for future product development purposes.

Position Responsibilities:

Client Relations

  • Onboarding new clients relative to the applicable products and/or solutions they will be utilizing
    • Working with existing clients relative to the products and/or solutions they use in their practice on a daily basis, as well as educating clients on best industry practices
    • Act as a liaison between our clients and internal colleagues within the organization

Inquiry Resolution

  • Ensure all inquiries are resolved as quickly as possible, leveraging all resources across Fi360

Inter‐departmental Support

  • For our Sales Teams
    • Act on opportunities to direct clients to other product/service offerings
    • Connect all enterprise and/or prospect inquiries to the appropriate colleagues
  • For Product Development
    • Communicate our clients’ needs/objectives/feedback for consideration

Knowledge/Abilities: (at full job performance)

Extensive / Considerable knowledge of:

  • Professional etiquette in client relations
  • Phone and email correspondence
  • Computers, i.e., software programs including Office,
  • Troubleshooting/problem solving
  • Attention to detail

Progressively learn/understand:

  • Fi360 products and solutions
  • Financial industry terminology and concepts


  • 100% Client Satisfaction is the top priority
  • Delivery of product education in various formats, such as: email, phone, webinar, etc.
  • Inter‐organizational/Team Collaboration, as well as the ability to work independently
  • Multi‐tasking
  • Professional communications, both verbally and in writing


  • Minimum Educational Level Required:
    Bachelor’s degree in Business, Finance, Marketing, Accounting, or a related field
  • Minimum Experience Level Required:
    1+ years client relations and/or sales experience, including professional phone and email correspondence. Financial industry and investments experience is a plus

Supervision Received:  Customer Success Manager

Supervision Exercised:  None

Certificates and Licenses:  None required

Please click here to submit your resume.



Web Developer II

Position Summary:  

Fi360 is looking for a focused and accomplished Web Developer to join a growing team of talented and driven team members to create the newest version of its flagship technology product. We are seeking a person who is passionate about web design and development, and has continually improved their skill set. We are seeking an individual that has experience with HTML, CSS, JavaScript, jQuery, LESS or SASS, AngularJS, and mobile-first responsive web application development, to help us build our next generation web applications. Our team is lean, agile, and on a mission to accomplish great things.

Position Duties:

  • Designs, develops, and enhances fi360’s web application solutions.
  • Rapidly implements new features and functionality.
  • Candidate must have a strong understanding of UI, cross-browser compatibility, general web functions and standards
  • Candidate will review and enhance legacy applications.
  • The position requires constant communication with colleagues.
  • Updates job knowledge by studying state-of-the-art development tools, programming techniques, and computing equipment; participating in educational opportunities; reading professional publications; participating in professional organizations
  • Performs additional duties as assigned.

Knowledge/Abilities: (at full job performance)

Extensive/considerable knowledge of:

  • HTML5 and CSS3
  • Experience with UI frameworks like Bootstrap
  • Experience with one or more JavaScript frameworks (jQuery, AngularJS, Dojo, etc.)
  • Experience with underscore.js, require.js, LESS.js is highly preferred
  • Experience employing common application design patterns (MVC, Dependency Injection, etc.)
  • Working knowledge of UI and UX principles
  • Solid grasp of security principles and how they apply to E-Commerce applications.
  • Knowledge of performance considerations, especially with respect to browsers
  • Ability to debug issues in a full-stack environment
  • Excellent oral and written communication and problem solving skills

Some/limited knowledge of:

  • C#, Microsoft .NET
  • RESTful Service development
  • Microsoft WEB API
  • Entity Framework or other ORM tools
  • Microsoft SQL Server

Ability to:

  • Possess a positive attitude
  • Ability to "think outside the box"
  • Work in a team, or independently on multiple projects
  • Understand and Adhere to Project Plans

Job Factors:

  • Minimum Educational Level Required:
    Bachelor’s degree in Computer Engineering, Computer Science/Information Technology, or related discipline, or job based experience in web development
  • Minimum Experience Level Required:
    Minimum 4 years of prior experience developing web based applications

Supervision Received:

  • Able to perform duties without direct supervision.
  • Ability to work independently, and as part of a team, on multiple tasks.

Supervision Exercised:

  • Assists with mentoring software engineers by providing advice, coaching and educational opportunities

Certificates and Licenses:

  • None

Please click here to submit your resume.

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