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Financial Advisor Support Jobs in Arizona (NOW HIRING)

Osaic

Advisor Support Representative

Scottsdale, AZ · Hybrid

$45K - $55K/yr

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 · Hybrid

$45K - $55K/yr

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 Representative

Scottsdale, AZ · Hybrid

$53K - $55K/yr

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

Osaic

Advisor Support Representative

Scottsdale, AZ · Hybrid

$53K - $55K/yr

Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista ...

Heffernan Financial

Financial Advisor

Flagstaff, AZ

$100K - $150K/yr

The Financial Advisor will have a deep understanding of investment markets and an ability for ... We're proud of our strong commitment to philanthropy and giving back, and we support our employees ...

Northwestern Mutual

Financial Advisor

Phoenix, AZ

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

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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 Jul 29, 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.

Is 200,000 enough to work with a financial advisor?

For a financial advisor support role, having $200,000 in assets or income can be sufficient to engage with a financial advisor, as many advisors set minimum investment thresholds that vary widely. However, the specific amount needed depends on the advisor's policies, fee structure, and the client's financial goals, and some advisors may require higher minimums for comprehensive services or specialized planning. It is advisable to consult directly with the advisor to understand their requirements and fee arrangements.

What are Financial Advisor Support roles?

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 some typical responsibilities of a Financial Advisor Support professional 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.

Why do so many financial advisors quit?

Many financial advisors leave the profession due to high stress, demanding client expectations, and regulatory pressures. Additionally, the job often involves long hours, commission-based income, and the need for ongoing certifications, which can contribute to burnout and job dissatisfaction.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires strong sales skills, certifications like the CFP, and experience in wealth management or investment advising.

What does a financial advisor assistant do?

A financial advisor support professional assists financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. Their role helps ensure smooth client service and efficient office operations.
Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in Arizona as of July 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 87% Physical, 6% Hybrid, and 7% Remote job distribution, with an average salary of $95,178 per year, or $45.8 per hour.

Advisor Support Representative

Advisor Group

Scottsdale, AZ • On-site

$45K - $55K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 7 days ago

Job description

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:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Osaic requires a minimum of four (4) days per week working in the office. Applicants must be able to meet this in-office attendance requirement based on an assigned schedule, regardless of your commuting distance or personal travel time to the designated office location.
Osaic is not considering remote candidates at this time
Role Type: Full-time, Non-Exempt
Schedule: Shift schedules are aligned to time zones for service however some flexibility may be required. The schedule for training may be different than your ultimate assigned schedule.
Salary: $45,000-$55,000 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:
Osaic's Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal candidate is excited to support the thriving businesses of Osaic's Financial Professionals, acting as a key point of contact for their office.
Starting your career within Osaic's Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you'll build a deep base of knowledge by supporting advisors and their teams, learning core service processes, and developing expertise across Osaic's platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you'll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential.
Education Requirements:
High School Diploma or equivalent (GED) required
Responsibilities:
Customer Support & Phone Inquiries
  • Answer inbound calls from financial professionals in a courteous, professional, and timely manner
  • Respond to questions regarding accounts, products, services, and procedures
  • Research and resolve issues efficiently, escalating complex matters as needed
  • Document all interactions accurately in internal systems

Form Processing & Administrative Support
  • Review, verify, and process service forms and requests submitted by financial professionals
  • Follow established workflows and service-level agreements to meet turnaround time expectations
  • Communicate with financial professionals regarding missing information or required corrections

Quality & Compliance
  • Adhere to company policies, regulatory requirements, and data privacy standards
  • Maintain accuracy and attention to detail in all customer interactions and transactions
  • Participate in ongoing training to stay current on products, systems, and procedures

Collaboration & Continuous Improvement
  • Work closely with internal teams to resolve inquiries and improve service delivery
  • Identify trends or recurring issues and provide feedback to leadership
  • Contribute to a positive team environment and customer-focused culture

Basic Requirements:
  • Customer-focused mindset
  • Attention to detail and accuracy
  • Problem-solving and critical-thinking skills
  • Time management and organizational skills
  • Motivated individuals looking to grow a career in the Financial Services industry
  • Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience
  • Proficient with Windows Microsoft Excel, Word, Outlook and Internet
  • Ability to verbally communicate effectively with the Advisors regarding service issues
  • Ability to read & interpret company policies, operations manuals, & technical guides

Preferred Requirements:
  • For new graduates: internship, co-op experience, prior work experience
  • 1 years' experience of brokerage experience
  • Completion of the FINRA SIE exam
  • FINRA Series 7
  • Experience with Envestnet / Wealth Management Platform
  • Bachelor's degree in business, Finance or related field
  • Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations
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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