ZipRecruiter

Log In

1

Financial Advisor Support Jobs in Georgia (NOW HIRING)

Advisor Group

Manager, Advisor Support

Atlanta, GA · On-site

$70K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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

$58K - $63K/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 Supervisor

Atlanta, GA · Hybrid

$58K - $63K/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

Atlanta, GA · On-site

$58K - $63K/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

Atlanta, GA · Hybrid

$58K - $63K/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

Atlanta, GA · Hybrid

$70K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

next page

Showing results 1-20

All JobsFinancial Advisor Support JobsFinancial Advisor Support Jobs in Georgia

Financial Advisor Support information

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.

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, 67% Full Time, 20% Part Time, 9% Contract, and 3% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Manager, Advisor Support

Advisor Group

Atlanta, GA • On-site

$70K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 18 days ago

Job description

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, Atlanta, GA 30339
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 this schedule.
Role Type: Full-time, Non-Exempt
Salary: $70,000 - 75,000 + 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:
The Advisor Support organization strives to provide the best service and experience to the financial professionals we serve, along with their staffs and teams. The primary objective of the Advisor Support team is to deliver a high degree of personalized service through comprehensive home office support and product education, acting as the primary point of contact between financial professionals and home office functions. Our Advisor Support Specialists focus on taking ownership of the needs of their aligned financial professionals, working to elevate individual experiences, build deeper relationships, and drive customer loyalty.
As such, the ideal Manager, Advisor Support must be capable of succeeding in a fast-paced team environment and possess a passion for elevating the advisor experience. This position's primary objective is to manage a team of individual contributors responsible for the service and retention of financial professionals.
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 Specialists 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
  • Have a keen focus on employee engagement while balancing productivity
  • 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
  • Actively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration
  • All other duties as assigned.

Basic Requirements:
  • Minimum 8 years support experience or relevant experience with other firms
  • At least 5 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
  • Extensive 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
  • Relevant experience with Investment Advisory business
  • Basic knowledge of Qualified Retirement Plans (i.e., 401(k), Individual-K, and 403b (7))
  • Working knowledge of Margin Calls, Cash Dues, Reorganization inquiries, restricted stock, and pending papers transactions
  • Strong interaction with clearing firms and external vendors on routine brokerage and non-brokerage account platform
  • 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:
  • 8+ years' experience in financial services operations or broker-dealer setting.
  • Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
  • FINRA Series 7 license
  • FINRA Series 24

Current Employees and Contractors Apply Here
Advisor Group logo

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

FacebookTwitter

View All Advisor Group Jobs

Apply