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60 Advisor Group Insurance Agent Jobs Hiring Near You

Advisor Group

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

... Group provides day-to-day administrative and service support to clients and advisors, ensuring ... Additional benefits include health, vision, dental insurance, 401k, paid time away, and much more.

Advisor Group

$90K - $115K/yr

... advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or ...

Advisor Group

Complex Product Manager

Scottsdale, AZ · On-site

$90K - $115K/yr

... advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

... insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits. Summary: The Wealth Manager at CW Advisors ...

Advisor Group

Complex Product Manager

Scottsdale, AZ · On-site

$90K - $115K/yr

... advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or ...

Advisor Group

Traded Product Manager

Scottsdale, AZ · On-site

Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time ... Draft, update, and maintain advisor-facing product materials, FAQs, intranet content, product ...

Advisor Group

Sales Supervision Principal

Scottsdale, AZ · On-site

$65K - $75K/yr

Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days ... Maintains an ongoing positive relationship with Advisors and First-Line Supervisors in ...

Advisor Group

Branch Office Examiner

Scottsdale, AZ · On-site

$65K - $75K/yr

Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days ... This position is responsible for administering Branch Exams to Financial Advisors affiliated with ...

Advisor Group

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days ... Ability to verbally communicate effectively with the Advisors regarding service issues * Ability to ...

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Infographic showing various Insurance Agent job openings at Advisor Group in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 52% Physical, 35% Hybrid, and 13% Remote job distribution.

Client Service Specialist

Branford, CT • On-site

Advisor Group
Finance and Insurance • 1 - 5K employees
Learn more about Advisor Groupexternal

$65K - $75K/yr

Other

Medical, Dental, Vision, Retirement

Posted 10 days ago

Job description

Client Service Specialist

The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing, responsive service, and timely follow-through. As a growing advisory firm managing approximately $1.2B in assets, Bard Financial offers a collaborative, close-knit environment where employees can make a meaningful impact, while also benefiting from the resources, technology, and long-term stability of Osaic’s Empowered Independence platform. This position offers the potential to grow into a broader office manager role as business needs evolve.


Location: Branford, CT


Role Type: Full Time (onsite)


Salary: $65,000-75,000 per year + annual performance-based bonus


Actual compensation offered will be determined individually, based on a number of job-related factors, including skills, licensure, experience, and education.


Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, and much more.


Education Requirements

  • High School Diploma or GED equivalent (minimum required). Bachelor’s degree preferred.

  • Experience in business, finance, accounting, or a related field is helpful.

  • Securities licenses (e.g., Series 7, 63/65/66) are a plus.


Responsibilities

  • Provide administrative and operational support to advisors related to client servicing, financial planning support, and day-to-day business activities.

  • Manage front office reception duties, including greeting visitors, answering phones, directing inquiries, and providing responsive, professional support to clients and advisors.

  • Support client onboarding and ongoing account servicing, including account setup, transfers, beneficiary changes, and other routine service requests.

  • Review and process client documentation for completeness, accuracy, and compliance with firm and regulatory requirements.

  • Track client workflows, service requests, deadlines, and outstanding items to ensure timely resolution.

  • Coordinate with custodians, product partners, and internal teams to support efficient service delivery and operational follow-through.

  • Protect confidential client and firm information at all times.


Basic Requirements

  • Detail-oriented, organized and ability to work independently as well as part of a team.

  • Experience in a professional office environment, preferably in a client service, operations, or wealth management support role.

  • Strong customer‑centric mentality with a commitment to delivering exceptional client experiences.

  • Strong verbal and written communication skills.

  • Proven problem‑solving abilities with sound judgment for resolving client issues.

  • Proficiency with Microsoft Excel and basic math concepts.


Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.


Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.


Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

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About Advisor Group

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Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

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