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Advisor Support Associate Jobs in Arizona (NOW HIRING)

The Southwest Branch of Equitable Advisors is looking for a talented Advisor Support within the Scottsdale office. This person will report to the Complex Operations Manager and will support the ...

The Southwest Branch of Equitable Advisors is looking for a talented Advisor Support within the Scottsdale office. This person will report to the Complex Operations Manager and will support the ...

Client Service Associate

Mesa, AZ · On-site

$52K - $60K/yr

This role is essential to delivering a high-quality client experience while supporting the advisors with the day-to-day operational needs of the practice. The Client Service Associate will work ...

Document, follow up, and support the closing of opportunities identified from the financial ... Associate Financial Advisor role. * Must hold SIE, Series 7/66 or Series 7/63/65 licenses.

This role also presents an opportunity to work independently to support the needs of the Advisor ... As the Associate Financial Advisor progresses, there will be an ultimate expectation to build a ...

Wealth Advisor

Phoenix, AZ · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Kestra Financial supports independent financial advisors in delivering comprehensive securities and ... We're looking for a Senior Client Service Associate to join our Account Services team. This ...

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Advisor Support Associate information

What is the difference between Advisor Support Associate vs Financial Advisor Support Specialist?

AspectAdvisor Support AssociateFinancial Advisor Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer FINRA licensesHigh school diploma; FINRA licenses or certifications often preferred
Work EnvironmentFinancial firms, banks, or investment companies; office settingFinancial firms, banks, or investment companies; office setting
Employer & Industry UsageCommonly used in financial services to support advisorsSimilar usage, often interchangeable in job listings
Search & Comparison IntentPeople comparing support roles assisting financial advisorsPeople seeking roles supporting financial advisors with administrative tasks

Both roles support financial advisors in administrative and client service tasks. The main difference lies in job titles used by employers, but responsibilities and work environments are similar. Understanding these distinctions helps candidates find the right support role in the financial industry.

Do advisors make good money?

Advisor Support Associates typically earn a salary that varies based on experience, location, and the company they work for. Entry-level positions may start with modest pay, while experienced advisors or those with specialized skills can earn higher salaries, often supplemented by bonuses or commissions. Overall, compensation can be competitive within the financial or client support industries.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to high call volumes, customer interactions, and the need for problem-solving skills. The level of stress varies depending on the work environment, workload, and individual resilience, but training and support are often provided to help manage job demands.

What does an associate advisor do?

An associate advisor supports financial advisors by preparing client reports, conducting research, and assisting with client communications. They often handle administrative tasks, maintain client records, and use financial planning tools to help develop investment strategies. This role typically requires strong organizational skills and knowledge of financial products and regulations.

What job makes $10,000 a month without a degree?

An Advisor Support Associate typically does not earn $10,000 a month without specialized experience or certifications. High-paying roles that can reach this level without a degree are rare and often involve entrepreneurship, sales, real estate, or skilled trades, where income depends on performance and client base. Most well-paying jobs require relevant skills, experience, or industry-specific training rather than solely formal education.
What cities in Arizona are hiring for Advisor Support Associate jobs? Cities in Arizona with the most Advisor Support Associate job openings:
Infographic showing various Advisor Support Associate job openings in Arizona as of June 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 76% In-person, 18% Hybrid, and 6% Remote job distribution.
Southwest Branch Advisor Support

Southwest Branch Advisor Support

Equitable Advisors

Scottsdale, AZ • On-site

$50K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago


Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

ABOUT THE ROLE
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859.
The Pacific Complex merges four premier organizations within Equitable Advisors: The Pacific NW Branch, The Northern California/Hawaii Branch, The Southern California Branch, and the Southwest Branch. Led by Complex President Gregg LaSpissa, the Pacific Complex has over 700 team members covering the Western United States with team members based in Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, and Washington. With over $18 billion in Assets Under Management (AUM), this geographically expansive complex is committed to empowering their clients to pursue what's possible on their path to financial well-being.
The Southwest Branch of Equitable Advisors is looking for a talented Advisor Support within the Scottsdale office. This person will report to the Complex Operations Manager and will support the branch manager and advisors throughout the Southwest offices.
This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM-5:15 PM MST) to ensure consistent, real-time support and a high-quality customer experience.
WHAT YOU'LL BE DOING
  • Recruiting support for our District Managers by sourcing, screening, and scheduling interviews
  • Coordinating between candidates and the Onboarding Manager
  • Creating social media content and posts
  • Serving in an Operations capacity to ensure the branch's needs are met

The base salary range for this position is $50,000 - $65,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Qualifications
WHAT YOU'LL BRING
  • Ability to conduct research and data gathering
  • Demonstrated analytical skills
  • Basic negotiation skills
  • Strong organizational skills, including the ability to prioritize tasks and manage multiple projects
  • Excellent proofreading ability
  • Ability to train and mentor employees
  • Excellent collaboration skills
  • Bachelor's degree preferred

SKILLS
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering project.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
ABOUT EQUITABLE
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

What Equitable employees say

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Get the full story on Breakroom


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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859