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Financial Advisor Support Jobs (NOW HIRING)

Advisor Group

Advisor Support Supervisor

Scottsdale, AZ · On-site

$55K - $58K/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 ...

Vertex Wealth Advisors

Be Seen First

Paraplanner/Financial Advisor's Assistant

Scottsdale, AZ · On-site

$29 - $42/hr

This role provides support to financial advisors through trading and money movement, and business processing. Coordinates/tracks projects. Responsibilities and Time Allocation * Trading and money ...

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 ...

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 ...

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 Aug 16, 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, business, or related fields. Relevant skills include strong communication, organization, and knowledge of financial products and software; certifications like the FINRA Series 7 or 66 may be beneficial. Entry-level positions often require on-the-job training and familiarity with financial planning tools, with opportunities for advancement through experience and additional certifications.

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 licenses. The job offers a stable work environment and the chance to develop industry-specific knowledge.
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, 73% Full Time, 21% 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 Coordinator

Alliant Credit Union

Chicago, IL • Hybrid

$52K - $81K/yr

Full-time, Part-time

Posted 5 days ago

Job description

Responsible to schedule member appointments for the financial advisor, make appointment reminder calls, schedule reviews and routing/tracking staff referrals. Assist in the marketing of the retirement and investment services program with credit union employees and members. Prepare seminar preparations, mail, communicates changes, provides telephone coverage, prepares memos and correspondence and manages calendars. Monitors the supply of marketing and compliance materials and provides functional support for the program.

Essential Responsibilities

  • Lead team efforts in the planning of member appreciation events, and retirement and investment services workshops, and local promotions.
  • Remain up to date with the credit union product and demonstrate an understanding of credit union products and services and cross-sell credit union products and services.
  • Coordinate newsletters, surveys, seminars, review letters, thank you cards, milestone cards and appointment information forms. Promote the program to credit union employees and members.
  • Set up appointments with members, analyze, sort, and deliver incoming mail, provide telephone coverage, prepare memos and correspondence, and manage calendars. 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 referrals and work with staff to ensure that they understand the referral process.
  • Prepare seminars and webinars by making room arrangements, preparing documents, organizing attendees, confirming seminar attendance and attending seminars to assist the advisor.
  • Scheduled and coordinate appointments for the financial advisor. Putting together new member file kits for appointments helps to complete applications to send new accounts to the brokerage home office, organize and maintain the client database, enter notes and schedule follow-up appointments.

Education & Years of Experience

  • Minimum - High School or Equivalent
  • Minimum 2 Years Customer service, sales or related
  • Financial Advisor support a plus

Compensation & Benefits:

Typical hiring range:‏‏‎ ‎ $52,300.00 to $81,300.00‎ Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

‎Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

  • Annual performance bonus
  • Work from home up to 3 days a week
  • Paid parental leave
  • Employee discount programs
  • Time off including paid personal and sick days
  • 11 paid holidays
  • Education reimbursement

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.