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Support Advisor Jobs in Ohio (NOW HIRING)

Jobtailor

Relationship Manager

Beachwood, OH · On-site

Experience supporting independent advisors, RIAs, hybrid firms, affiliated practices, or multi‑custody environments * FINRA Series 7 registration, and a CFP, CIMA, CRPC, or CFA designation

Waverly Advisors, LLC

Tax Advisor

Dayton, OH · On-site

Support client onboarding and firm growth by identifying opportunities for value-added services ... The Tax Advisor who is full-time and paid on a salary basis is required to work overtime during tax ...

Waverly Advisors, LLC

Tax Advisor

Dayton, OH

Support client onboarding and firm growth by identifying opportunities for value-added services ... The Tax Advisor who is full-time and paid on a salary basis is required to work overtime during tax ...

Tiffin University

Academic Advisor

Tiffin, OH · On-site

$37K - $45K/yr

The Academic Advisor supports students throughout the student lifecycle, from onboarding and transition to the University through persistence, degree progression, and graduation. The Academic Advisor ...

Ameriprise Financial

Be Seen First

Wealth Management Client Service Associate

Dublin, OH · On-site

$40K - $60K/yr

Coordinate calendars, schedule meetings, and proactively support advisor priorities Account & Administrative Support * Prepare and maintain client profiles, open accounts, and process transfers

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All JobsSupport Advisor JobsSupport Advisor Jobs in Ohio

Support Advisor information

See Ohio salary details

$10.5K

$64.7K

$137.8K

How much do support advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for support advisor in Ohio is $64,745.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,500.00 and $61,300.00 per year, depending on experience, location, and employer.

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 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.

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 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 popular job titles related to Support Advisor jobs in Ohio?

For Support Advisor jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Support Advisor jobs in Ohio look for?

The top searched job categories for Support Advisor jobs in Ohio are:

Support Advisor jobs near you
Infographic showing various Support Advisor job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 23% Part Time, and 7% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $64,745 per year, or $31.1 per hour.

Relationship Manager

Beachwood, OH • On-site

Jobtailor
See more jobs at Jobtailorexternal

Other

Posted 5 days ago

Job description

  • Serve as the primary relationship lead for an assigned regional portfolio of Stratos-affiliated advisors and firms
  • Build trusted relationships with advisors, principals, and key operating staff
  • Develop relationship plans covering objectives, goals, opportunities, risks, commitments, and next actions
  • Lead recurring business reviews connecting relationship goals, service performance, growth priorities, platform capabilities, and success measures
  • Monitor relationship health and retention-risk signals; coordinate interventions and elevate material concerns
  • Identify and pursue organic growth, asset consolidation, referral development, practice-management, and platform-expansion opportunities
  • Help advisors adopt Stratos investment, custody, technology, planning, and platform resources
  • Partner with sales and subject‑matter experts to qualify opportunities, coordinate discovery, and manage resolution or handoff
  • Drive adoption of Stratos’ Advisor Insights Platform, Stratos Investment Management offerings, and SEI custody and investment solutions
  • Provide advisor feedback and competitive insight to Stratos
  • Act as advisor advocate and quarterback across service, operations, product, technology, compliance, investments, practice management, onboarding, and sales
  • Clarify ownership, timelines, dependencies, and communications for requests and initiatives
  • Lead resolution of routine and moderately complex issues; promptly expedite regulatory, legal, reputational, contractual, and high-impact commercial matters
  • Maintain accurate CRM and reporting records, including relationship plans, opportunities, meeting notes, action items, risk indicators, and reports
  • Work within applicable policies, procedures, licensing requirements, supervisory expectations, and documentation standards
Requirements
  • At least five years of relevant experience in wealth management, registered investment advisers, advisor platforms, custody, asset management, broker-dealer services, financial technology, or a closely related client‑facing financial‑services environment
  • Demonstrated success managing ongoing business relationships and coordinating solutions across multiple internal teams
  • Working knowledge of advisor practice models, wealth‑management operations, investment and custody concepts, platform technology, and the regulatory environment supporting RIAs and hybrid firms
  • Ability to lead a business conversation, communicate clearly, manage competing priorities, and turn complex issues into practical next steps
  • Strong analytical judgment and comfort using CRM, reporting, presentation, and collaboration tools to manage a portfolio
  • Active FINRA Series 65 or Series 66 registration
  • A bachelor's degree in business, finance, economics, or a related field, or equivalent relevant experience
  • Willingness to travel up to 50 percent to support advisor meetings, events, and territory coverage
  • Experience supporting independent advisors, RIAs, hybrid firms, affiliated practices, or multi‑custody environments
  • FINRA Series 7 registration, and a CFP, CIMA, CRPC, or CFA designation
  • Fluency with CRM, portfolio accounting, financial planning, and custodial platforms
  • Experience facilitating business reviews, relationship plans, advisor events, or practice‑management conversations
  • Comfort in a growing organization where process is still being built, tested, and improved
  • Alignment with company values: People First, Empower Entrepreneurs, Positive Can‑Do Attitude, Embrace Collaboration, and Do the Right Thing
Core Competencies

Demonstrates expertise in managing relationships within wealth management, focusing on advisor platforms, investment and custody concepts, and regulatory environments. Proficient in utilizing CRM and reporting tools to drive business growth and enhance advisor engagement.

Highest‑signal resume keywords
  • Wealth Management Experience
  • Advisor Relationship Management
  • FINRA Series 65 Registration
  • CRM Proficiency
  • Investment and Custody Knowledge
Hard Skills
  • Wealth Management
  • Investment Concepts
  • Custody Services
  • Financial Technology
  • Analytical Judgment
  • Business Review Facilitation
  • Practice Management
  • Portfolio Accounting
  • Financial Planning
  • Regulatory Compliance
Soft Skills
  • Clear Communication
  • Relationship Building
  • Problem Solving
  • Prioritization
  • Collaboration
Certifications & Qualifications
  • FINRA Series 65
  • FINRA Series 7
  • CFP
  • CIMA
  • CRPC
  • CFA
Industry Keywords
  • Registered Investment Advisers
  • Advisor Platforms
  • Asset Management
  • Broker‑Dealer Services
  • Hybrid Firms
  • Multi‑Custody Environments
Tools & Technologies
  • CRM Systems
  • Reporting Tools
  • Presentation Tools
  • Collaboration Tools
  • Advisor Insights Platform
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