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Financial Advisor Support Jobs (NOW HIRING)

Osaic

Advisor Support Representative

Oakdale, MN · 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

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.

Advisor Group Inc.

Manager, Advisor Support

Atlanta, GA · On-site

$70 - $75/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 Representative

La Vista, NE · 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

La Vista, NE · 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 ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing.

Florida Financial Advisors

Be Seen First

Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr (+ commission)

We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing.

Florida Financial Advisors

Be Seen First

Financial Advisor

Miami, FL · On-site

$50K - $100K/yr (+ commission)

We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing.

Allworth Financial

Financial Advisor

Houston, TX · On-site

$140K - $150K/yr

SUMMARY Allworth Financial, one of the fastest growing RIAs, is seeking an experienced Financial ... Advisors are supported by Allworth's brand, resources, and integrated planning platform and are ...

Osaic

Advisor Support Representative

Oakdale, MN · On-site

$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 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 ...

Altruist

Advisor Support Representative

Los Angeles, CA · On-site

We partner with financial advisors nationwide, empowering them to grow, optimize time and resources ... Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ...

Allworth Financial

Financial Advisor

Houston, TX · On-site

$140K - $150K/yr

Advisors are supported by Allworth's brand, resources, and integrated planning platform and are ... Financial Planning & Advisory Delivery * Deliver comprehensive financial planning using Allworth ...

Equitable Advisors

Financial Advisor

Fort Collins, CO · On-site

$250 - $1.0K/wk

Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based ...

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Financial Advisor Support information

See salary details

$36K

$102.1K

$144K

How much do financial advisor support jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial advisor support in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 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.
More about Financial Advisor Support jobs

What cities are hiring for Financial Advisor Support jobs?

Cities with the most Financial Advisor Support job openings:

What states have the most Financial Advisor Support jobs?

States with the most job openings for Financial Advisor Support jobs include:

Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Advisor Support Representative

TRC Talent Solutions

Saint Paul, MN • Hybrid

Full-time

Re-posted 27 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: Oakdale, MN

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. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
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