You can create custom job titles for your firm and assign them to your Advisor-level users. Job titles help your clients understand who is on their team and each person’s role.
Create Job Titles
Go to Settings > Manage Job Titles.
Click Add Job Title.
Enter the name of the job title (e.g., Tax Specialist, Client Service Associate).
Save your changes.
💡 Tip: You can create as many job titles as your firm needs to reflect different roles and responsibilities.
Assign Job Titles to Users
Go to Users in the navigation menu.
Search for the desired user or locate them in the list.
Click Edit to open their User Summary page.
Select the appropriate Job Title from the dropdown menu.
Save your changes.
Job Titles on Client “My Team” Page
Once a job title is assigned, it will appear on each client or prospect’s My Team page in the app. Clients can:
See everyone on their team and each person’s role
Contact team members via phone, in-app message, or meeting link (based on the advisor’s settings)
This ensures your clients always know who is supporting them and how to reach the right person quickly.