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Financial Advisor Support Jobs (NOW HIRING)

RiverFront Group- Focus Financial

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Financial Advisor Support Associate

Minneapolis, MN · On-site

$55K - $80K/yr

Job Summary The Advisor Support Associate will provide centralized support to the practice's six Financial Advisors and their clients, helping enhance the quality, consistency, and timeliness of the ...

Alliant

Financial Advisor Support Coordinator

Chicago, IL · On-site

$52K - $81K/yr

Provide administrative support for the retirement and investment services program. * Works with the financial advisor to ensure brokerage account paperwork is in order and compliant. Track staff ...

Advisor Group

Advisor Support Supervisor

Scottsdale, AZ · On-site

$58K - $63K/yr

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Supervisor- Advisor Support Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255 ...

Advisor Group

Manager, Advisor Support

Atlanta, GA · On-site

$70K - $75K/yr

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Manager, Advisor Support Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Adams Keegan

Financial Advisor

Memphis, TN · On-site

Financial Advisor - Memphis, TN (or within a 2-hour radius) A nationally recognized, Memphis-based ... Engage in a collaborative environment where team members regularly share ideas and support one ...

The Hartford

Advisor Support Consultant

Wayne, PA · On-site +1

$55K/yr

Advisor Support Consultants will work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry. If you are smart ...

Advisor Group

Manager, Advisor Support

Atlanta, GA · On-site

$70 - $75/hr

Customer Service Opportunity in Financial Services Manager, Advisor Support Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 Scottsdale: 18700 N Hayden Rd, Suite 255 ...

The Hartford

Advisor Support Consultant

Wayne, PA · On-site +1

$55K/yr

Advisor Support Consultants will work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry. If you are smart ...

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Financial Advisor Support information

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$36K

$102.1K

$144K

How much do financial advisor support jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial advisor support in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a financial advisor support?

Financial Advisor Support roles are positions that assist financial advisors in delivering services to clients. These professionals handle administrative tasks, prepare client documents, manage schedules, and help with research and reporting. They play a key role in ensuring smooth operations and allowing advisors to focus on client relationships and financial planning. Support staff may also interact with clients to address basic inquiries and maintain records, making them essential to the success of a financial advisory team.

What are the typical responsibilities of a financial advisor support during a client review cycle?

Financial Advisor Support professionals play a key role in preparing materials for client review meetings, updating financial plans, and ensuring all necessary documentation is accurate and up to date. They collaborate closely with financial advisors to gather client data, review account performance, and address administrative tasks such as scheduling and follow-up communications. This role often involves multitasking and prioritizing work to ensure a smooth client experience, as well as proactively identifying any issues or information gaps before meetings.

What are the key skills and qualifications needed to thrive as a financial advisor support, and why are they important?

To thrive as a Financial Advisor Support, you need a strong grasp of financial principles, attention to detail, and often a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is typically required. Excellent organizational skills, proactive communication, and the ability to manage multiple priorities help set top performers apart. These capabilities ensure efficient client service, accurate data management, and effective support for financial advisors in a dynamic environment.

What is the difference between Financial Advisor Support vs Financial Planner?

AspectFinancial Advisor SupportFinancial Planner
CertificationsTypically none or support-specific certificationsCFP, ChFC, or other financial planning credentials
Work EnvironmentSupports financial advisors in client management and administrative tasksProvides comprehensive financial planning services directly to clients
Employer & Industry UsageUsed within financial firms to assist advisorsIndependent or firm-based, offering holistic financial advice
Search & Comparison IntentUnderstanding support roles in financeSeeking full financial planning services or careers

Financial Advisor Support roles focus on assisting financial advisors with administrative and client support tasks, often requiring minimal certifications. Financial Planners provide comprehensive financial advice directly to clients, usually holding certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities, credentials, and client interaction.

How do you start working as a financial advisor support?

To start working as a financial advisor support, candidates typically need a high school diploma or equivalent, with some roles preferring post-secondary education in finance, economics, or related fields. Relevant skills include strong communication, organization, and familiarity with financial software; certifications like the FINRA Series 7 or 66 may be beneficial. Entry-level positions often require prior administrative experience and an understanding of financial products and client service procedures.

Is a career as a financial advisor support worth it?

A career as a financial advisor support involves assisting financial advisors with client management, compliance, and administrative tasks. It can be a rewarding role with opportunities for growth, especially for those with strong communication and organizational skills, and often requires relevant certifications or experience in finance. The job typically offers a stable work environment and potential for advancement within financial services firms.

What does an assistant to a financial advisor support do?

An assistant to a financial advisor supports daily operations by managing client communications, scheduling appointments, preparing financial documents, and maintaining client records. They often use financial planning software and require strong organizational skills to help ensure smooth client service and efficient workflow.
More about Financial Advisor Support jobs

What cities are hiring for Financial Advisor Support jobs?

Cities with the most Financial Advisor Support job openings:

What states have the most Financial Advisor Support jobs?

States with the most job openings for Financial Advisor Support jobs include:

Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor Support Associate

RiverFront Group- Focus Financial

Minneapolis, MN • On-site

$55K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

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Key responsibilities

  • Provide centralized support to Financial Advisors and their clients, including handling client requests, onboarding, and account updates.

  • Coordinate and facilitate client communication, scheduling, and practice operations such as managing emails, phone calls, and documentation.

  • Assist with organizing practice activities, maintaining digital files, and supporting process improvements to enhance team efficiency and client experience.

Job description

Advisor Support Associate

Location: NE Minneapolis, MN
Work Arrangement: Hybrid — Work from home with two days in the office each week, based on Advisor client meeting needs.

About RiverFront Group

We are looking for an exceptional person who will fit into our flexible, vibrant, and fun 12-member team.

RiverFront Group is a fast-growing team at Focus Financial Network, one of the largest independent financial advisory firms in the industry with over $9.35 billion in assets. We combine comprehensive financial planning, investment management, a client-first attitude, and exceptional client communication to help our clients achieve their financial goals.

Job Summary

The Advisor Support Associate will provide centralized support to the practice’s six Financial Advisors and their clients, helping enhance the quality, consistency, and timeliness of the team’s service.

This role involves daily interaction with clients, vendor partners, and Financial Advisors in person, by email, and over the phone.

The Advisor Support Associate plays an integral role in supporting the ongoing client advisory process, coordinating client service and practice operations, and ensuring timely follow-up on client and Advisor requests.

This role also involves contributing to longer-term projects and process improvements that enhance the effectiveness and efficiency of the team and overall client experience.

Duties and Responsibilities

• Answer the main practice phone line and forward calls as needed.

• Manage and maintain the practice’s main email inbox and other shared inboxes as needed.

• Complete end-to-end new client onboarding, account updates, beneficiary changes, transfers, service requests, and related paperwork.

• Diligently track client requests, Advisor follow-up items, paperwork, and deadlines for broker-dealer and custodians.

• Digitally file client forms and compliance documentation in the Document Management System.

• Ensure accuracy and integrity of all client contact and demographic information in Salesforce (Practifi) CRM.

• Maintain and update the practice website and related digital content as needed.

• Help coordinate and facilitate the marketing and communications calendar.

• Help coordinate client gifting, client education, and appreciation events, including logistics and client communications.

• Assist in organizing, maintaining, and updating all SharePoint files.

• Assist with branch compliance review preparation where the role dictates.

• Work extensively with Microsoft Office Suite, Schwab Advisor Center, Salesforce (Practifi) CRM, Broker-Dealer, Adobe Acrobat, and practice-specific systems and platforms.

• Monitor assigned tasks and workflows in Salesforce (Practifi) CRM.

• Open and process incoming and outgoing mail.

• Be in the office twice a week, with days determined by Advisor client meeting needs.

• Order and maintain office supplies.

• Follow requirements outlined in the Employee Handbook.

• Demonstrate flexibility and productivity while working both remotely and from the office.

• Provide backup support as needed for all team members.

• Share new ideas and suggestions for improving team processes and the client experience.

Qualifications

• Bachelor’s degree required.

• 2–3 years of experience in the financial services industry preferred but not required.

• Highly proficient in Microsoft Office; experience with financial industry software is a plus.

• Excellent communication, organizational, and interpersonal skills, including integrity, humility, respect, empathy, and a healthy sense of humor.

• Ability to work independently while also being a proactive and contributing team member.

• Strong attention to detail and ability to follow through on projects effectively.

• Comfortable taking ownership of details and recognizing when something is missing.

Salary and Benefits

• Salary based on experience.

• Quarterly bonus based on successfully achieving certain financial advisory metrics.

• Medical, dental, and vision coverage.

• Flexible Spending Account (FSA) / Health Savings Account (HSA).

• 401(k) plan.

• Paid time off (PTO).

Company Description

RiverFront Group is a fast-growing team at Focus Financial Network (one of the largest independent financial advisory firms in the industry with over $9.35 billion in assets) and combines comprehensive financial planning, investment management, a client-first attitude, and exceptional client communication to help our clients achieve their financial goals.