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Financial Advisor Support Jobs in Georgia (NOW HIRING)

Advisor Group

Advisor Support Representative

Atlanta, GA · On-site

$53K - $55K/yr

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

Advisor Group

Advisor Support Representative

Atlanta, GA · On-site

$53K - $55K/yr

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

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 ...

Osaic

Advisor Support Supervisor

Atlanta, GA · Hybrid

$55K - $58K/yr

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

Osaic

Advisor Support Representative

Atlanta, GA · On-site

$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

Manager, Advisor Support

Atlanta, GA · On-site

$70K - $75K/yr

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 ...

Osaic

Manager, Advisor Support

Atlanta, GA · Hybrid

$70K - $75K/yr

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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Financial Advisor Support information

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.
What cities in Georgia are hiring for Financial Advisor Support jobs? Cities in Georgia with the most Financial Advisor Support job openings:
Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution.

Advisor Support Representative

Advisor Group

Atlanta, GA • On-site

$53K - $55K/yr

Part-time

Medical, Dental, Vision, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Current Employees and Contractors Apply Here
Osaic Careers
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, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
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 on this schedule.
Osaic is not considering remote candidates at this time
Role Type: Full-time, Non-Exempt
Salary: $53,000-$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, Pershing manuals, & technical guides

Preferred Requirements:
  • Minimum 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 is preferred
  • 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

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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

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