Advisor Support Specialist - Remote Candidates Accepted

Customer Service and Client Support Opportunity in Financial Services

Advisor Support Specialist


Open to Remote Applicants  

    20 East Thomas, Phoenix, AZ 85912

    2300 Windy Ridge Parkway, Atlanta, GA  30339

    877 Executive Center Drive West, St. Petersburg, FL 33702

    7755 Third St. North  Oakdale, MN  55128

    12325 Port Grace Blvd, La Vista, NE 68128

    Role Type:  Full-time               


    As a member of our customer-facing organization, you will engage directly with our customers – over 10,000 Financial Professionals across the country, helping grow and support their firms. As part of the Client Experience Organization, you will work closely with other team members in all aspects of operational and transition activities through both phone and processing.  Collaboration and an entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Advisor Group.

    Our Advisor Support Specialists receive robust training prior to moving onto the “floor” taking calls and processing transactions for our network of Financial Professionals.  Support is related to a variety of service-related issues with exceptional experience as the goal.  These are not sales roles, rather they are truly support and education experts.  Our teams work Monday through Friday schedules, and these positions are eligible for overtime. 


    • Provide best-in-class education, service, and support for our network of Financial Professionals by answering questions and researching issues
    • Learn and support various financial products
    • Accurately define nature of call and determine Financial Professional’s needs
    • Support internal teams on financial transaction, account maintenance, new accounts, transfers, and other activities
    • Use of various software / financial platforms
    • Actively support the departmental goals by staying attentive to the phone system queues
    • Perform required duties within internal applications as appropriate, with high attention to detail and quality.
    • Create a strong working relationship with customers and internal teams
    • Demonstrates the ability to reach decisions promptly and implement appropriate action, deferring to manager only when appropriate
    • Educate customers where to find online information All other duties as assigned

    Education Requirements:

    • Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required. 

    Basic Requirements:

    • 2+ years of customer service or contact center experience
    • Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
    • Excellent communication & organizational skills
    • Ability to thrive in a fast paced, entrepreneurial environment
    • STRONG customer focus orientation
    • High attention to detail, analytical mindset, and problem-solving skills
    • Be able to work independently and maintain high levels of quality
    • Ability to work and remain focused under pressure
    • Ability to participate and contribute in a team environment

    Preferred Requirements:

    • 2+ years’ experience in financial services operations or broker-dealer setting
    • Bachelor’s Degree in Business, Finance or related field is preferred CRM experience / Salesforce experience
    • Completion of FINRA SIE exam
    • FINRA Series 7 license

    What You Will Receive:

    • Competitive salary and annual bonus paid based on performance
    • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
    • Intensive training covering multiple aspects of financial services operations
    • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
    • 401(k) match from day one of employment
    • Referral bonuses if we hire your referred applicants to our open positions
    • An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
    • New, professional, and collaborative working environment where covered parking is provided

    Be A Part Of The Team Behind Our Success!

    At Advisor Group, we support financial professionals across the nation, 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.

    Equal Opportunity Employer

    Advisor Group 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.


    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 Advisor Group.

    Unqualified Applications

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

    Recruiting Agencies

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