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Financial Advisor Support Jobs in Arizona (NOW HIRING)

Advisor Group

Advisor Support Supervisor

Scottsdale, AZ · On-site

$55K - $58K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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

  • Medical

  • Retirement

  • PTO

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 ...

Advisor Group

Advisor Support Representative

Scottsdale, AZ · On-site

$45K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista ...

Advisor Group

Advisor Support Representative

Scottsdale, AZ · On-site

$45K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista ...

Osaic

Advisor Support Representative

Scottsdale, AZ · Hybrid

$45K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.

Osaic

Advisor Support Representative

Scottsdale, AZ · On-site

$45K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Current Employees and Contractors Apply HereOsaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista ...

Osaic

Advisor Support Supervisor

Scottsdale, AZ · Hybrid

$55K - $58K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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

Osaic

Advisor Support Supervisor

Scottsdale, AZ · Hybrid

$55K - $58K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Opportunity in Financial Services Supervisor- Advisor Support Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Osaic

Advisor Support Representative

Scottsdale, AZ · Hybrid

$45K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Current Employees and Contractors Apply HereOsaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista ...

Osaic

Advisor Support Supervisor

Scottsdale, AZ · Hybrid

$55K - $58K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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

Osaic

Advisor Support Supervisor

Scottsdale, AZ · Hybrid

$55K - $58K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Opportunity in Financial Services Supervisor- Advisor Support Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Osaic

Manager, Advisor Support

Scottsdale, AZ · Hybrid

$70K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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

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Showing results 1-20

All JobsFinancial Advisor Support JobsFinancial Advisor Support Jobs in Arizona

Financial Advisor Support information

See Arizona salary details

$33.5K

$95.2K

$134.2K

How much do financial advisor support jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial advisor support in Arizona is $95,178.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $122,100.00 per year, depending on experience, location, and employer.

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.

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 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.

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.

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.
Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $95,178 per year, or $45.8 per hour.

Advisor Support Supervisor

Advisor Group

Scottsdale, AZ • On-site

$55K - $58K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 15 days ago

Job description

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, Scottsdale, AZ 85255
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time, Non-Exempt
Salary: $55,000 - $58,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
As a Supervisor of Advisor Support, you will engage directly with our customers - over 11,000 Financial Professionals across the country, helping grow and support their firms while leading a team of Advisor Support phone professionals who do the same. The supervisor will be responsible for supporting the Advisor Support phone agents and answering questions related to the common call types we receive, including money movement, account maintenance, new account opening, etc. Our ideal candidate ensures the quality and timeliness in delivery of service. A collaborative and entrepreneurial approach will drive success as you help to resolve complex Financial Professional inquiries on behalf of the team you lead. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.
The Ideal Supervisor of Advisor Support must be capable of succeeding in a fast-paced team environment and possess a passion for elevating the advisor's experience. This position's primary objective is to manage a group of individual agents who are responsible for the service and retention of Financial Professionals within the Advisor Support population while supporting the quality development of Advisor Support as a whole .
Education Requirements:
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
  • Lead a team of Advisor Support agents that will support and retain Osaic's Financial Professionals.
  • Set team goals, establish vision and take action to achieve goals.
  • Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
  • Provide timely coaching, training, and total performance management
  • Support the entire Advisor Support team with real time help floor walking and being support to team members who need additional coaching
  • Support the management chat channel, answering team member questions real time
  • Develop and maintain internal relationships
  • Identify and take responsibility for addressing operational and organizational challenges that impact the team
  • Effectively adopt changing business needs and guide employees through shifting priorities

Basic Requirements:
  • Minimum 2 years related experience within the industry, interfacing regularly with financial professionals
  • Experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
  • Exceptional oral and written communication skills with a strong attention to detail
  • Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
  • Outstanding professional presence and positive customer service attitude
  • Successful track record of customer-centric decision making
  • Ability to cope with and persevere through frequent and unexpected changes
  • Excellent organizational skills, with the ability to handle multiple tasks

Preferred Requirements:
  • At least 2 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
  • Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
  • Completion of FINRA SIE exam.
  • FINRA Series 7 license, other FINRA licenses.

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

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