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Advisor Support Associate Jobs in Arizona (NOW HIRING)

Kestra Holdings

Client Service Supervisor

Tempe, AZ · On-site

... supporting a team of associates, and ensuring the delivery of exceptional experience for advisors and clients. This role balances hands-on problem-solving with people leadership and process ...

H&R Block

Block Advisor Tax Advisor

Mesa, AZ · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... support * All certification levels can provide tax notice services * Circular 230 associates can ...

H&R Block

Block Advisor Tax Advisor

Tucson, AZ · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... support * All certification levels can provide tax notice services * Circular 230 associates can ...

H&R Block

Block Advisor Tax Advisor

Queen Creek, AZ · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... support * All certification levels can provide tax notice services * Circular 230 associates can ...

H&R Block

Block Advisor Tax Advisor

Phoenix, AZ · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... support * All certification levels can provide tax notice services * Circular 230 associates can ...

H&R Block

Block Advisor Tax Advisor

Tucson, AZ · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... support * All certification levels can provide tax notice services * Circular 230 associates can ...

H&R Block

Block Advisor Tax Advisor

Surprise, AZ · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... support * All certification levels can provide tax notice services * Circular 230 associates can ...

H&R Block

Block Advisor Tax Advisor

Tucson, AZ · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... support * All certification levels can provide tax notice services * Circular 230 associates can ...

H&R Block

Block Advisor Tax Advisor

Mesa, AZ · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... support * All certification levels can provide tax notice services * Circular 230 associates can ...

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All JobsAdvisor Support Associate JobsAdvisor Support Associate Jobs in Arizona

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.
Corporate Trainer

Corporate Trainer

Cambridge Investment Research, Inc.

Phoenix, AZ • On-site, Remote

$55K - $70K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 19 days ago

Job description

Job SummaryThe Corporate Trainer delivers engaging training programs and learning experiences that support associate development, performance improvement, and business objectives. This role facilitates instructor-led and virtual training, partners with business teams to support learning needs, and helps reinforce consistent processes, knowledge, and service standards across the organization. The Corporate Trainer applies adult learning principles to support learner engagement and knowledge retention while contributing to continuous improvement efforts within the training function. They will partner closely with Instructional Designers and business stakeholders.
Depending on experience and business needs, this role may be filled at a senior level with expanded scope and responsibility, including mentoring and coaching other trainers, supporting learning strategy initiatives, and serving as a subject matter expert within the training team.Key Deliverables and Responsibilities

  • Facilitate advanced,high-impact, or enterprise-wide training programs

  • Design and deliver learning pathways and Train-the-Trainer sessions

  • Apply adult learning theory to manage cognitive load and retention

  • Evaluate learning effectiveness using assessment and evaluation data

  • Coach trainers and managers on facilitation effectiveness and learning transfer

  • Diagnose performance gaps and recommend learning or performance support solutions

  • Leverage technology and AI tools to enhance learning design and delivery

  • Partner withbusinessstakeholders to support change initiatives

What We Are Looking For

The ideal candidate may have:

  • Proven ability to facilitate engaging learning experiences that drive measurable improvements in associate behavior, performance, and business outcomes
  • Strong understanding of adult learning principles, facilitation techniques, and learning evaluation methods, with the ability to use feedback and performance data to continuously improve training effectiveness
  • Experience partnering with leaders and business teams to align training initiatives with organizational priorities, operational goals, and change management efforts
  • Skilled in building relationships, influencing without direct authority, and providing coaching or guidance to peers, leaders, and learners
  • 5+ years of experience delivering corporate training or learning solutions; bachelor's degree required
  • Experience with learning technologies, virtual facilitation tools, and AI-enabled learning solutions

Certifications:

  • ATD CPTD certification or equivalent strongly preferred

Salary Range:$55,000-70,000. The salary range provided is a good faith estimate based on the ideal candidate's qualifications, the company's operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location. We will consider senior level talent who bring a deeper subject matter expertise at a Senior level as well.

Why Cambridge?Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits packagehere.

Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values-integrity, commitment, flexibility, and kindness-we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.

Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/

Work Environments: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.

Recruiting Agencies: This position is being managed directly by Cambridge's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.

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