RFG Advisory

About the Company

RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise. Built from the ground up for Advisors who want to grow faster with less drag, every workflow, tool, and team is engineered for efficiency, removing bottlenecks from compliance to client onboarding. With RFG, you gain more than a platform. You gain time, freedom, and true enterprise value, supported by an institutional-caliber infrastructure and a community that genuinely cares about your success.

For a list of states in which we are registered to do business, please visit www.rfgadvisory.com.

Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.

Third-party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

Bluemonte ETFs Distributed by SEI Investments Distribution Co.
Disclosures: https://bluemontefunds.com/disclosures

Listed Jobs

Company Name

RFG Advisory

Job Title

Salesforce Administrator

Job Description

Job title: Salesforce Administrator Role Summary: Responsible for administering, configuring, and enhancing the Salesforce Financial Services Cloud environment to support advisor teams, ensuring data integrity, automating business processes, and maintaining system integrations. Expectations: Deliver accurate, reliable solutions, continuously improve the system, provide user support and training, and collaborate with stakeholders to translate business needs into technical solutions. Key Responsibilities: - Manage and optimize the Salesforce FSC instance: user roles, profiles, workflows, reports, dashboards, permissions, data imports/exports, and migrations. - Oversee system integrations, maintain data hygiene, and ensure accuracy and integrity across platforms. - Translate business requirements into scalable declarative solutions (custom objects, fields, validation rules, page layouts, record types). - Build, test, deploy and maintain flows, approval processes, and automation, including Salesforce AppExchange apps. - Provide training and support to cross‑functional teams, troubleshoot issues, and maintain comprehensive documentation. - Design and maintain advanced reports and dashboards, delivering actionable insights. - Stay current with Salesforce releases and best practices; recommend enhancements and explore AI opportunities. - Configure Zoho integration as needed. Required Skills: - Salesforce Administrator certification (or equivalent). - FSC Superbadge (preferred). - Advanced proficiency in Salesforce Flow, validation rules, formulas, deduplication, permission sets, roles, and sharing rules. - Experience creating custom objects, approvals, and other declarative solutions. - Ability to integrate and manage third‑party applications. - Strong written and verbal communication; proven ability to translate conceptual business needs into implementable solutions. Required Education & Certifications: - Bachelor’s degree or equivalent professional experience. - 5+ years of Salesforce administration experience. - FSC Superbadge and Salesforce Administrator Certification (preferred).

Vestavia hills, United states

Hybrid

Mid level

12-02-2026