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Financial Advisor Support Jobs in Atlanta, GA (NOW HIRING)

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 ...

Advisor Group

Manager, Advisor Support

Atlanta, GA · On-site

$60 - $80/hr

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 ...

Advisor Group Inc.

Manager, Advisor Support

Atlanta, GA · On-site

$60 - $80/hr

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 ...

Osaic

Advisor Support Supervisor

Atlanta, GA · Hybrid

$58K - $63K/yr

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

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

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

Manager, Advisor Support

Atlanta, GA · Hybrid

$70K - $75K/yr

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 ...

Osaic

Advisor Support Supervisor

Atlanta, GA · Hybrid

$58K - $63K/yr

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

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 · 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

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 ...

TruOak Financial Partners

Financial Advisor

Atlanta, GA · Hybrid

$110K/yr (+ commission)

At TruOak Financial Partners, we give advisors the platform, coaching, resources, and freedom to ... dedicated support behind you as you grow. More than 30 advisors have joined TruOak this year ...

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All JobsFinancial Advisor Support JobsFinancial Advisor Support Jobs in Atlanta, GA

Financial Advisor Support information

See Atlanta, GA salary details

$34.6K

$98.2K

$138.5K

How much do financial advisor support jobs pay per year?

As of Sep 8, 2026, the average yearly pay for financial advisor support in Atlanta, GA is $98,218.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,100.00 and $126,000.00 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, 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 near Atlanta, GA are hiring for Financial Advisor Support jobs?

Cities near Atlanta, GA with the most Financial Advisor Support job openings:

    Financial Advisor Support jobs near you
    Infographic showing various Financial Advisor Support job openings in Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $98,218 per year, or $47.2 per hour.

    Advisor Support Representative

    TRC Talent Solutions

    Sandy Springs, GA • Hybrid

    Full-time

    Re-posted 16 days ago

    Job description

    Financial Advisor Support

    TRC Talent Solutions in partnership with our client, is seeking driven individuals to join an extraordinary Financial Advisor Support team. If you excel in a fast-paced environment, love solving problems, and enjoy working collaboratively, this opportunity is perfect for you!

    As a key team member, youll play a vital role in supporting Financial Advisors and colleagues with operational and transition activities. Your work will directly enhance service quality and operational efficiency. To set you up for success, you'll participate in a structured training program designed to equip you with the tools and expertise needed to excel. Working in a dynamic broker-dealer environment, you'll develop a strong understanding of financial products, compliance requirements, and operational processesskills that will propel your career in financial services!

    • Hybrid Schedule: 4 days onsite, 1 day remote.

    • Hours of Operation: 7:30 AM 7:30 PM (8-hour shifts).

    • Location: Atlanta, Ga

    Key Responsibilities:

    • Provide Support for Financial Advisors:

      • Respond promptly and accurately to advisor inquiries to ensure they can serve their clients effectively.

      • Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams.

      • Conduct detailed research to address complex or escalated issues, delivering well-documented and actionable solutions.

      • Proactively identify trends or recurring issues and suggest process improvements to enhance the advisor experience.

      • Maintain an up-to-date understanding of company systems, processes, and financial products to deliver comprehensive support.

    • Ensure Compliance and Operational Excellence:

      • Support adherence to regulatory requirements and operational standards.

      • Assist in resolving compliance-related inquiries with precision and accuracy.

    Requirements:

    • Minimum of 2 years of experience in financial services operations or within a broker-dealer environment.

    • Familiarity with CRM tools such as Salesforce.

    • Previous experience in a call center setting.

    • High school diploma or equivalent (GED) required.

    Preferred Qualifications:

    • 4+ years of brokerage experience.

    TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.