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Support Advisor Jobs (NOW HIRING)

Support Advisor

Indianapolis, IN ยท On-site

$50K - $80K/yr

Support Advisor (Path to Lead Advisor) - Indianapolis, IN We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly ...

Travel Support Advisor Portland, Maine, United States About the Job Travel Support Advisor We are looking for a friendly and solution-oriented Travel Support Advisor to join our remote travel team.

In-plan Client Support Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more ...

Travel Support Advisor Madison, Wisconsin, United States About the Job Travel Support Advisor We are looking for a friendly and solution-oriented Travel Support Advisor to join our remote travel team.

Customer Support Advisor

Charlotte, NC ยท On-site

$40K - $50K/yr

Customer Support Advisor Charlotte, North Carolina, United States CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Support Advisor to join our ...

Inspired Wealth Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Inspired Wealth ...

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer ...

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer ...

About the job Travel Support Advisor We are looking for a friendly and solution-oriented Travel Support Advisor to join our remote travel team. In this fully virtual role, you'll assist clients ...

Travel Support Advisor We are looking for a friendly and solution-oriented Travel Support Advisor to join our remote travel team. In this fully virtual role, you'll assist clients throughout their ...

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer ...

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer ...

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer ...

About the job Travel Support Advisor We are looking for a friendly and solution-oriented Travel Support Advisor to join our remote travel team. In this fully virtual role, you'll assist clients ...

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer ...

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer ...

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Support Advisor information

See salary details

$11K

$68.1K

$145K

How much do support advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for support advisor in the United States is $68,103.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $64,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by support advisors, and how can I prepare to handle them effectively?

Support Advisors often encounter challenges such as managing high volumes of customer inquiries, handling difficult or upset clients, and staying updated on product or service changes. To prepare, it's important to develop strong communication and problem-solving skills, learn stress management techniques, and familiarize yourself with the company's knowledge base and escalation procedures. Building positive relationships with your team and seeking feedback can also help you continuously improve in the role.

What is a support advisor?

Support Advisors are professionals who assist customers or clients by providing guidance, troubleshooting issues, and ensuring satisfaction with products or services. They act as a bridge between the company and its clients, often resolving problems via phone, email, chat, or in-person interactions. Their responsibilities may also include documenting customer interactions, escalating complex issues, and offering recommendations for service improvements. Support Advisors play a crucial role in maintaining positive relationships and upholding the reputation of a business.

What is the difference between Support Advisor vs Customer Support Specialist?

AspectSupport AdvisorCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; technical certifications often preferredHigh school diploma or equivalent; customer service certifications optional
Work EnvironmentOffice or remote; client-facing and technical support rolesCall centers, retail, or online support; primarily customer interaction
Employer & Industry UsageIT, telecommunications, tech companiesRetail, e-commerce, service industries

Support Advisors and Customer Support Specialists both assist customers, but Support Advisors typically handle more technical issues and provide in-depth support, often requiring technical certifications. Customer Support Specialists focus on general customer inquiries and service. The roles overlap in customer interaction but differ in complexity and technical requirements.

What are the key skills and qualifications needed to thrive as a support advisor?

To thrive as a Support Advisor, you need strong problem-solving abilities, customer service experience, and a solid understanding of the product or service, often supported by a relevant diploma or degree. Familiarity with customer relationship management (CRM) systems, ticketing platforms, and communication tools is typically required. Outstanding interpersonal skills, patience, and the ability to remain calm under pressure help build rapport and resolve issues effectively. These skills ensure high-quality assistance, customer satisfaction, and efficient issue resolution in a fast-paced support environment.
More about Support Advisor jobs
What states have the most Support Advisor jobs? States with the most job openings for Support Advisor jobs include:
Infographic showing various Support Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $68,103 per year, or $32.7 per hour.

Support Advisor

ARTISTRY WEALTH, LLC

Indianapolis, IN โ€ข On-site

$50K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 16 days ago


Job description

Description:

Support Advisor (Path to Lead Advisor) – Indianapolis, IN

We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.

If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.


What You’ll Do

  • Attend client meetings
  • Prepare meeting agendas, gather data, and create follow-up communications
  • Deliver exceptional client service and support
  • Handle client inquiries professionally and promptly
  • Maintain accurate CRM records
  • Support financial plan preparation and data input
  • Participate in team meetings and collaborative projects

What You Bring

  • Strong client service and communication skills
  • Proven experience in customer satisfaction roles
  • Basic understanding of finance
  • Ability to multitask in a fast-paced environment
  • Excellent attention to detail
  • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

Why Join Us

  • Clear, structured track to Lead Advisor
  • Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
  • Collaborative, professional culture
  • Opportunities to take on more responsibility as you progress
  • Competitive compensation and benefits

Benefits

  • Medical, Dental & Vision Insurance
  • 401(k)
  • Short-Term & Long-Term Disability
  • Career development support

This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time

Requirements:

Education & Experience

  • Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
  • 1–3 years of experience in financial services, client service, or professional office environment
  • Experience supporting advisors, planners, or client service teams a plus
  • Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required
Technical Skills
  • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
  • Basic understanding of financial planning concepts, investment types, and account structures
  • Strong documentation, task-tracking, and workflow management skills
Client Service & Communication
  • Exceptional verbal and written communication skills
  • Ability to explain processes clearly and professionally
  • Demonstrated success in high-touch client service roles
  • Strong emotional intelligence and confidence interacting with clients at all wealth levels
Organizational & Analytical Skills
  • High attention to detail with low error rates
  • Ability to manage multiple tasks in a fast-paced environment
  • Strong problem-solving skills with the ability to anticipate advisor and client needs
  • Skilled at organizing data and preparing meeting materials
Professional Attributes
  • Team-player mindset with a willingness to learn and grow into an advisor role
  • Resourceful, self-motivated, and takes ownership of work
  • Maintains confidentiality and handles sensitive information appropriately
  • Positive attitude, adaptable, and calm under pressure