ZipRecruiter

Log In

1

Pershing Advisor Solution Jobs (NOW HIRING)

CAPTRUST

Wealth Operations Associate II

Phoenix, AZ · On-site

This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Fidelity, and Pershing Advisor Solutions). The candidate must maintain the highest ...

CAPTRUST

Wealth Operations Associate II

Phoenix, AZ · On-site

This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Fidelity, and Pershing Advisor Solutions). The candidate must maintain the highest ...

Advisor Group

Advisor Support Representative

Atlanta, GA · On-site

$53K - $55K/yr

Minimum 1 year providing customer service; including, proven results in bringing solutions to ... Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical ...

Advisor Group

Advisor Support Representative

Atlanta, GA · Hybrid

$53K - $55K/yr

Minimum 1 year providing customer service; including, proven results in bringing solutions to ... Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical ...

W3Global Inc.

Financial Advisor

Saint Louis, MO

$110K - $130K/yr

Your choice of Schwab or Pershing as custodian * Access to E-Money Advisor financial planning ... Turnkey practice management solutions with a strong in-house operations team * Best-in-class tech ...

Osaic

Advisor Support Representative

Omaha, NE · Hybrid

$53K - $55K/yr

Minimum 1 year providing customer service; including, proven results in bringing solutions to ... Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical ...

Osaic

Advisor Support Representative

Omaha, NE · Hybrid

$53K - $55K/yr

Minimum 1 year providing customer service; including, proven results in bringing solutions to ... Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical ...

Osaic

Advisor Support Representative

Oakdale, MN · Hybrid

$53K - $55K/yr

Minimum 1 year providing customer service; including, proven results in bringing solutions to ... Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical ...

Osaic

Advisor Support Representative

Oakdale, MN · Hybrid

$53K - $55K/yr

Minimum 1 year providing customer service; including, proven results in bringing solutions to ... Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical ...

Osaic

Advisor Support Representative

Atlanta, GA · Hybrid

$53K - $55K/yr

Minimum 1 year providing customer service; including, proven results in bringing solutions to ... Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical ...

Advisor Group

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Minimum 1 year providing customer service; including, proven results in bringing solutions to ... Ability to verbally communicate effectively with the Advisors regarding service issues * Ability to ...

next page

Showing results 1-20

People also search for

All JobsPershing Advisor Solution Jobs

Pershing Advisor Solution information

See salary details

$29.5K

$72.7K

$84.5K

How much do pershing advisor solution jobs pay per year?

As of Jun 5, 2026, the average yearly pay for pershing advisor solution in the United States is $72,708.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $81,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working at Pershing Advisor Solutions, and how can new hires effectively navigate them?

Professionals at Pershing Advisor Solutions often encounter challenges such as adapting to rapidly evolving financial technologies, managing complex client accounts, and complying with strict regulatory standards. New hires can navigate these challenges by proactively seeking guidance from experienced colleagues, participating in ongoing training programs, and staying current with industry updates. The collaborative team environment at Pershing encourages open communication, making it easier to learn best practices and quickly address any issues that arise. Building strong relationships across departments also helps streamline processes and foster professional growth.

What is the difference between Pershing Advisor Solution vs Financial Advisor?

AspectPershing Advisor SolutionFinancial Advisor
CredentialsSeries 7, 66/65, CFP often preferredSeries 7, 66/65, CFP often required
Work EnvironmentRegistered investment advisory platforms, brokerage firmsIndependent or firm-based financial planning
Employer & IndustryFinancial services firms, broker-dealersFinancial planning firms, banks, independent practices

Pershing Advisor Solution is a platform used by financial advisors to manage client accounts, offering custodial and trading services. A Financial Advisor is a professional who provides personalized financial planning and investment advice. While both roles often require similar certifications and work within the financial industry, Pershing Advisor Solution serves as the operational platform for advisors, whereas a Financial Advisor is the individual providing client services.

What is Pershing Advisor Solutions?

Pershing Advisor Solutions is a financial services company that provides custody, trading, and business management solutions for registered investment advisors (RIAs) and wealth management firms. It is a subsidiary of BNY Mellon, one of the largest and most respected financial institutions in the world. Pershing Advisor Solutions helps advisory firms manage client assets securely, streamline operations, and access a wide range of investment products and technology platforms. Their services are designed to support the growth and success of independent advisors by offering robust infrastructure and industry expertise.

What are the key skills and qualifications needed to thrive as a Pershing Advisor Solutions professional, and why are they important?

To thrive at Pershing Advisor Solutions, professionals typically need a strong background in finance, investment management, and client relationship management, often supported by a relevant degree and industry certifications like Series 7 or Series 66. Familiarity with financial platforms such as Pershing NetX360, portfolio management software, and CRM systems is essential. Excellent communication, analytical thinking, and problem-solving skills set individuals apart in this client-focused environment. These competencies are vital for delivering tailored financial solutions and maintaining high client satisfaction in a competitive wealth management industry.
Pershing Desk Lead

Pershing Desk Lead

PlanMember Financial Corporation

Carpinteria, CA • On-site

Full-time

Retirement

Posted 24 days ago

Job description

Company Description
Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with advisors, affiliates and Financial Centers located across the United States.
Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups.
An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember Model Plan offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups.
PlanMember's three operating subsidiaries are PlanMember Securities Corporation, PlanMember Services Corporation and PlanMember Advisor Corporation. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.
Specialties
Retirement planning for nonprofits, for-profits and associations, IRA and non-qualified Investment & Savings Program, 403(b) and 457(b) Model Plan Program, Plan administration & compliance, Retirement Income Program, Local Union Retirement Income Program
Great Company, Wonderful Culture, Fantastic Benefits and Amazing Co-workers. Check out our website www.Planmember.com
Job Description
JOB TITLE:Pershing Desk Specialist
STATUS:Non exempt
REPORTS TO:Director of Trading Platforms
DEPARTMENT:Service Center
JOB SUMMARY: Dedicated Pershing/trade specialist. This representative will answer incoming calls and provide exceptional service and support to Planmember advisors and their clients, service our partners and our clients. Daily responsibilities will involve problem resolution, account research, account maintenance, trading and possible margin and option issues. In addition, the ideal candidate will have an understanding of order management systems, Pershing NetX is desired. The successful candidate will demonstrate an ability to interact with business partners, platform support and services, and have a thorough grasp of the technical as well as business aspect of any given issue.
MAJOR DUTIES/RESPONSIBILITIES:
• Answer phone calls and provide comprehensive support involving
-Account Maintenance/Information
-Products
-Platforms (NetX, SaveDaily and Planmember)
-Retirement Plans
-Distributions
-Application/paperwork issues (NIGO)
-Transfers
-ACH set up
-Web Support
-Trading
-Tax issues
-Commissions
-New business
• Accurately enter securities transactions
• Approve or reject trades based on compliance and house rules
• Outbound calls for NIGO issues and margin/debit issues
• NetX360 knowledge with ability to train new reps on platforms
• Monitor platform for issues with trades, paperwork and cashiering
• Work closely with Director to perform additional related duties as requested
Qualifications
JOB REQUIREMENTS:
• Series 7, 63 required. 65 is desired.
• Strong Order Management System knowledge, NetX360 a plus, 1 year or more of experience desired.
• Trading and market knowledge and experience
• Compliance experience/knowledge
• Strong listening skills
• Collaborative
• Proficient at Word and Excel
• Detail oriented
• Extremely responsive to client needs
• Proactive and solutions oriented
• See client issues through to completion
Additional Information
All your information will be kept confidential according to EEO guidelines.

Apply