About Us
Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.
Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients. As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide.
We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries.
You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.
About the Position
The Quality Assurance (QA) Analyst role at AdvicePay owns testing across features and integrations, using tools and data to validate results, identify risks, and ensure smooth, high-quality releases. QA Analysts collaborate closely with developers and product owners and improve test efficiency, coverage, and consistency across the team.
This position with our AdvisorBOB product is a great fit for a QA professional who loves numbers and embraces a good mathematical challenge. Because AdvisorBOB manages intricate advisor compensation structures, you’ll regularly work with complex, multi-step calculations. If you enjoy digging into the "why" behind the numbers and ensuring every decimal place is exact, you’ll love this role.
What You’ll Be Doing
Test Strategy & Planning
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Design test cases for moderately complex features with minimal guidance.
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Ensure test documentation is clear, accurate, and reusable for the team.
Test Execution & Release Readiness
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Execute exploratory testing to uncover edge cases, and usability issues.
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Balance thoroughness with efficiency to ensure sprint commitments are met.
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Align test coverage with specific sprint and release objectives.
Bug Management & Quality Investigation
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Write detailed, reproducible bug reports with strong supporting evidence.
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Independently triage bugs and collaborate with the team on high-impact or complex cases.
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Identify and proactively communicate recurring issues or defect patterns.
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Validate fixes and confirm appropriate regression coverage.
Collaboration & Leadership
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Participate in refinement and story pointing to anticipate edge cases and identify missing requirements early.
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Communicate test results and blockers clearly to the team.
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Collaborate with developers and product owners to align expectations for acceptance criteria and testing scope.
Process Improvement
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Maintain and refine QA workflows to increase team consistency.
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Other duties as assigned
Measurables for this Position
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Bug escape rate (defects found post-release).
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Test case coverage
The Deets
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Start Date: August 2026
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Status: Full-time, exempt
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Location: Bozeman, MT
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Department: Product Development - AdvisorBOB
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Reports to: Engineering Manager
Compensation & Benefits
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Salary: $84,405-$92,846/year (please note that this wage is inclusive of all expected compensation. As with all roles at AdvicePay, we do not have a commission or bonus structure)
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Flexible paid time off days to maintain work-life harmony (we encourage and support that you take at least 3 weeks off per year!)
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11 paid holidays when the office is closed
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401(k) with match - you put in 6% and we put in 4.5%
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12 weeks of paid parental leave for the birth or adoption of a child
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Health benefits package provided of up to $550/month for an individual, $1260/month for families
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Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
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Employer-paid life insurance
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Employer-paid long-term disability coverage
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Up to $1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee
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$250/quarter to spend on yourself specific to our core value of “Be Well Being You”
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$500 donated to a non-profit organization of your choice when you volunteer 40 hours/year
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$2,000/year in Professional Development funds
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A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
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Subsidized employer-sponsored childcare through our partner daycare program for Bozeman area Team Members
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Pet insurance
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Company-owned laptop provided
Please see our Team Member Handbook to learn more about the benefits and perks we offer!
What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!)
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2+ years of experience in manual software QA including ownership of web application testing for complex systems or large features (required).
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Demonstrated comfort working with complex data and numerical logic; ability to manually trace and validate multi-step calculations to ensure system accuracy (required).
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Solid understanding of QA methodologies, testing strategy, and risk-based testing.
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Experience working in an Agile environment, including active participation in sprint planning and retrospectives.
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Proficiency with debugging tools such as Postman, browser dev tools, SQL queries, and log analysis.
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Excellent written and oral communication skills.
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High sense of personal responsibility and integrity. (required)
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An understanding of and strong alignment with our core values (required).
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Legally authorized to live and work in the United States (required) (AdvicePay participates in E-Verify to confirm the identity and employment eligibility of all new hires.)
What Will Make You Stand Out From the Crowd
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Experience in fintech or other compliance-heavy environments
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Background or education in mathematics, statistics, or another quantitative field
Application
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In lieu of a cover letter, please respond to the following prompt in 2–4 paragraphs:At AdvicePay, many features involve complex business rules and calculations where effective testing requires understanding how inputs, rules, and edge cases affect the expected outcome.In 2–4 paragraphs, describe a time when you tested a feature with complex business logic or calculations. Ground your response in a specific example from a role listed on your resume (please reference the company and role).In your example, explain:
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what made the logic or calculations complex,
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how you determined the expected behavior, including any collaboration with product or engineering, and
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how you identified important scenarios and edge cases.
We're interested in your approach to understanding and validating complex logic, not just the final result. -
Resume (to be uploaded)
Note on AI use: While AI is a useful tool for refining your work, please ensure this response is primarily in your own words and reflects specifics from your own experience. We're interested in seeing your unique communication style and personality shine through.
Applications will be reviewed as they are received. Please note that we review every application individually, and because our team is small, we’ll be closing this posting once we’ve received a manageable number of applicants (around 50 - 75). If you’re interested in this role, we encourage you to apply sooner rather than later - we don’t want you to miss the window!
Process
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Initial phone screen answering a few short questions about AdvicePay and the position
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First-round interview with the hiring manager
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Work sample
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Final round, including:
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An informal coffee chat to get to meet some current AP team members
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A Company Core Values interview with HR Manager
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Final interview with Head of Product Development and Sr. Product Owner
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Final wrap interview with the hiring manager
Our typical hiring process takes 4-6 weeks from when we first post the job to when we extend a final offer
After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk/Spam folder or a Promotions tab)
AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our Team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.
