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Albridge Jobs (NOW HIRING)

Theresa Wiedmann

Administrative Sales Assistant

Horsham, PA · On-site

$18.25 - $23.75/hr

Sales Force, Redtail, Albridge, AdvisorStream, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software * At least 2 years of previous experience in ...

6AM City

Executive Associate

Manhattan, NY · On-site

Software Used NetX 360+ Salesforce Albridge Broadridge Insurance company websites Microsoft Office Suite Morningstar Calendly Knowledge/Experience At least 2 years of previous experience in sales ...

TalentRemedy

Client Services Representative

Alexandria, VA

$17 - $23.25/hr

... Albridge, FI360, and NaviPlan Collaborate with compliance, operations, and external custodians (including Pershing) to support account management Team & Administrative Support Answer phones, greet ...

TalentRemedy

Client Services Representative

Alexandria, VA · On-site

$17 - $23.25/hr

... Albridge, FI360, and NaviPlan Collaborate with compliance, operations, and external custodians (including Pershing) to support account management Team & Administrative Support Answer phones, greet ...

Kestra Holdings

Office Coordinator

Alpharetta, GA · On-site

$17.50 - $23.50/hr

Knowledge in RedTail, Albridge Wealth Reporting, eMoney, Riskalyze/Nitrogen is preferred * Enjoy interacting with several people daily SUPERVISORY RESPONSIBILITIES: None EDUCATION AND/OR EXPERIENCE:

TalentLink Solutions

Be Seen First

Client Service Associate - Financial Services

Cincinnati, OH · On-site

$65K - $75K/yr

Knowledge of industry-specific software preferred; familiarity with Redtail, eMoney, Wealthscape, Albridge, Envestnet is a plus * Exceptional interpersonal, written, and verbal communication skills ...

Guardianlife

Jr. Advisory Specialist

Holmdel, NJ · On-site

$70K - $106K/yr

Netx360, Envestnet, Salesforce/SmartOffice, Albridge, and Morningstar, a plus. * Professional designations such as CFP; AIF preferred. * Sales Desk and/or Internal wholesaling or financial retail ...

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Albridge information

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$51.5K

$69.7K

$98K

How much do albridge jobs pay per year?

As of Aug 6, 2026, the average yearly pay for albridge in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working with Albridge data management tools, and how can they be addressed?

Professionals working with Albridge data management tools often encounter challenges related to data integration, accuracy, and timely reporting. Ensuring that data from multiple sources is correctly aggregated and reconciled requires close attention to detail, strong analytical skills, and familiarity with both Albridge’s interface and compatible platforms. Team members typically collaborate with IT, compliance, and financial advisory teams to resolve discrepancies, implement process improvements, and maintain data integrity. Staying up-to-date on Albridge system updates and best practices can help mitigate these challenges and support efficient workflow.

What is the difference between Albridge vs Financial Advisor?

AspectAlbridgeFinancial Advisor
CredentialsTypically requires Series 7, 66, or 65 licenses; may have certifications like CFP or CFAOften holds CFP, CFA, or other financial planning certifications; Series 7/66 licenses common
Work EnvironmentPrimarily works in financial firms, data management, and client reportingWorks directly with clients, providing financial planning and investment advice
Employer & Industry UsageUsed by financial institutions for data aggregation and reportingEmployed by financial advisory firms, banks, or independently as a client-facing role

Albridge professionals focus on data management and reporting within financial firms, while Financial Advisors work directly with clients to develop financial plans and investment strategies. Both roles require relevant licenses and certifications, but their daily tasks and work environments differ significantly.

What is an Albridge specialist?

An Albridge specialist is a professional who manages and supports the use of Albridge Wealth Reporting, a platform used by financial advisors to consolidate and analyze client account data. Their responsibilities typically include data integration, report generation, troubleshooting, and training users on the system. They ensure accurate data aggregation from various sources, help advisors interpret financial reports, and maintain data security and compliance. Albridge specialists often work within wealth management firms, helping streamline client reporting and decision-making processes.

What are the key skills and qualifications needed to thrive as an Albridge specialist?

To thrive as an Albridge Specialist, you need a solid understanding of financial data management, portfolio reporting, and experience in the wealth management industry, often supported by a relevant degree. Familiarity with the Albridge Wealth Reporting platform, data aggregation tools, and CRM systems is typically required. Strong analytical thinking, attention to detail, and effective communication are essential soft skills for this role. These skills enable accurate financial reporting, efficient data integration, and clear client communication, which are vital for supporting advisors and ensuring data integrity.
More about Albridge jobs
What job categories do people searching Albridge jobs look for? The top searched job categories for Albridge jobs are:
Albridge jobs near you
Infographic showing various Albridge job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 70% Physical, 13% Hybrid, and 17% Remote job distribution, with an average salary of $69,664 per year, or $33.5 per hour.

Administrative Sales Assistant

Theresa Wiedmann

Horsham, PA • On-site

$18.25 - $23.75/hr

Other

Re-posted 6 days ago

Job description

A successful Financial Advisor in Horsham, PA is seeking a qualified professional to join her team in the important role of Administrative/Sales Assistant in the Horsham office.

This position requires excellent customer service and problem-solving skills, which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and professional manner.

Candidate must be extremely organized, detail-oriented and a self-starter.

Responsibilities:

  • Responsible for proactive client contact which includes communication by phone, email
  • Assist clients with service needs, including general account questions, account and beneficiary changes, loans and withdrawals
  • Schedule and confirm client appointments by email, phone, and use of electronic calendar
  • Client appointment preparation – appointment agendas, running performance reports, gathering proper paperwork, etc.
  • Document all client interactions via CRM
  • Responsible for executing marketing tasks, as needed
  • Assist with various on-location events as needed
  • Submit correspondence and sales material to compliance for review
  • Ensure that Required Minimum Distributions are scheduled and taken
  • Inform financial advisor of client issues
  • Stay apprised on industry and company rules and regulations
  • Attend branch operations meetings and sales assistant conferences
  • Other projects and tasks as assigned
  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently and with team members
  • Problem solver and critical thinker
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions
  • Sales Force, Redtail, Albridge, AdvisorStream, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software
  • At least 2 years of previous experience in sales support
  • Investment/brokerage operations experience
  • Customer service experience
  • Thorough knowledge of mutual funds and retirement plans
  • Industry experience and Series 6 or 7 and Series 63 registrations required within 6 months of employment
  • SIE exam required if not FINRA licensed

Skills Required:

  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently and with team members
  • Problem solver and critical thinker
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions

Software Used:

  • Sales Force, Redtail, Albridge, AdvisorStream, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software

Knowledge/Experience:

  • At least 2 years of previous experience in sales support
  • Investment/brokerage operations experience
  • Customer service experience
  • Thorough knowledge of mutual funds and retirement plans
  • Industry experience and Series 6 or 7 and Series 63 registrations required within 6 months of employment
  • SIE exam required if not FINRA licensed

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