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Pershing Advisor Solution Jobs (NOW HIRING)

Altruist

Sr. Solutions Engineer, Enterprise

Los Angeles, CA

$59.50 - $76.75/hr

... solution approach, answering technical questions, delivering customized demos and presentations ... Systematically capture advisor feedback throughout the sales cycle to help inform company ...

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 ...

Osaic

Advisor Support Representative

Scottsdale, AZ · 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

Scottsdale, AZ · 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 ...

Osaic

Advisor Support Representative

La Vista, 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

La Vista, 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 ...

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Pershing Advisor Solution information

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$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.
Client Services Consultant (BridgePort)

Client Services Consultant (BridgePort)

Cambridge Investment Research, Inc.

Boxborough, MA • On-site

$65K - $75K/yr

Full-time

Posted 27 days ago

Job description

Job Summary
Key Deliverables and Responsibilities
At BridgePort Financial Solutions, we believe that financial success is built on trust, understanding, and personalized guidance. Our mission is to provide tailored financial strategies that align with our clients' unique goals, values, and life circumstances. By combining deep expertise with cutting-edge technology, we create customized solutions that support every stage of our clients' financial journey. As a family office, we offer a full suite of services, including financial planning, wealth management, tax services, retirement planning, and socially responsible investing. Our team is dedicated to delivering thoughtful, forward-looking advice that empowers clients to make informed decisions with confidence. We don't just manage wealth-we build lasting relationships. Through education, collaboration, and a commitment to excellence, we help our clients navigate the complexities of finance, ensuring they feel secure in their future.
BridgePort Financial Solutions is seeking a talented Client Services Consultant to join our dynamic team. In this role, you have the opportunity to make an immediate impact by supporting financial advisors and their clients with exceptional service and operational excellence. As a Client Services Consultant, you will play a critical role in enhancing workflows, improving communication, and fostering relationships with financial advisors and clients. You will be at the heart of our operations, ensuring smooth processes and outstanding client support.
Master Tools and Processes:
  • Expand your expertise in Orion financial software applications to optimize workflows and enhance efficiency.
  • Understand and effectively communicate policies and procedures, including custodial firm guidelines (Schwab, Fidelity, Pershing).

Deliver Exceptional Service:
  • Provide courteous and professional support through phone, email, and occasional in-person interactions.
  • Problem-solve incoming requests and collaborate with teams to resolve issues promptly.

Ensure Accuracy and Compliance:
  • Review workflows and paperwork for accuracy and completeness.
  • Assemble, process, and manage account paperwork while maintaining up-to-date client information in financial systems.
  • Handle account openings, transfers, cash management, and other transactions with precision and attention to detail.

Foster Relationships and Engagement:
  • Prepare professional correspondence and documents to support advisors and clients.
  • Assist with marketing initiatives and coordinate client appreciation events to strengthen relationships.

Innovate and Improve:
  • Actively participate in continuous improvement efforts, contributing ideas to enhance daily processes and procedures.

What We Are Looking For
The ideal candidate would have an intermediate level of experience, typically 4+ years in an operational or advisor support role, preferably within the RIA or financial services industry.
What You Bring:
  • A proactive mindset and a commitment to delivering exceptional client service.
  • Strong organizational skills and attention to detail, ensuring tasks are completed accurately and efficiently.
  • Experience with RedTail CRM or similar customer relationship management platforms
  • A team-oriented attitude and a knack for problem-solving.
  • 4+ years of financial services experience

Highly Preferred:
  • Experience in RIA operations
  • Hands-on experience with Orion financial software or similar systems, with a commitment to learning and growing technical expertise.
  • Familiarity with custodian policies and procedures, including Charles Schwab, Fidelity, and Pershing.

Location: Boxborough, MA, Phoenix, AZ, or Fairfield, IA
Compensation: $65,000 - $75,000 salary. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate's qualifications, the Company's operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

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