Advisor Support Representative

Advisor Group Inc.; Scottsdale (AZ); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time away

Volunteer days

Job summary

Advisor Group Inc. in Scottsdale is seeking an Advisor Support Representative to provide high-quality support to financial professionals through inbound inquiries. This entry-level role offers a strong foundation for growth within the firm and diverse career paths.

Responsibilities include answering calls, processing service forms, and ensuring compliance with company policies. Candidates should have a high school diploma and a customer-focused mindset.

Competitive salary range is $45,000-$55,000 with benefits including health and 401(k). This position requires minimum four days a week in the office.

Qualifications

• Minimum 1 year providing customer service with proven results.
• Proficient in Windows and Microsoft Office applications.
• Ability to communicate effectively with Advisors.

Responsibilities

• Answer inbound calls from financial professionals courteously.
• Review, verify, and process service forms and requests.
• Adhere to company policies and maintain accuracy.

Skills

Customer-focused mindset

Attention to detail

Problem-solving skills

Organizational skills

Education

High School Diploma or equivalent (GED)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Advisor Support Representative

Osaic’s Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. This entry-level role offers a strong foundation for long-term growth within the firm, with opportunities to expand responsibilities and explore diverse career paths across Osaic.

Locations

• La Vista: 12325 Port Grace Blvd, La Vista, NE 68128
• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Schedule & Attendance

Full-time, Non-Exempt. Shift schedules are aligned to time zones; some flexibility may be required. Osaic requires a minimum of four (4) days per week working in the office, with no remote candidates considered.

Salary & Benefits

Salary: $45,000-$55,000 per year + annual performance-based bonus. Compensation is determined individually based on location, skills, licensure, experience, and education. Benefits include health, vision, dental insurance, 401(k), paid time away, volunteer days, and more.

Summary

Your role involves building deep knowledge of Osaic’s platforms, products, and policies while supporting advisors and their teams. You’ll receive hands‑on experience, ongoing training, and exposure to multiple areas of the business.

Responsibilities

• Customer Support & Phone Inquiries – Answer inbound calls from financial professionals in a courteous, professional, and timely manner; respond to questions regarding accounts, products, services, and procedures; research and resolve issues efficiently, escalating complex matters as needed; document all interactions accurately in internal systems.
• Form Processing & Administrative Support – Review, verify, and process service forms and requests; follow established workflows and service‑level agreements to meet turnaround time expectations; communicate with financial professionals regarding missing information or required corrections.
• Quality & Compliance – Adhere to company policies, regulatory requirements, and data privacy standards; maintain accuracy and attention to detail in all customer interactions and transactions; participate in ongoing training.
• Collaboration & Continuous Improvement – Work closely with internal teams to resolve inquiries and improve service delivery; identify trends or recurring issues and provide feedback to leadership; contribute to a positive team environment and customer‑focused culture.

Education Requirements

High School Diploma or equivalent (GED) required.

Basic Requirements

• Customer-focused mindset
• Attention to detail and accuracy
• Problem‑solving and critical‑thinking skills
• Time management and organizational skills
• Motivated individuals looking to grow a career in the Financial Services industry
• Minimum 1 year providing customer service; including proven results in bringing solutions to challenging issues
• Proficient with Windows, Microsoft Excel, Word, Outlook, and Internet
• Ability to verbally communicate effectively with Advisors regarding service issues
• Ability to read & interpret company policies, operations manuals, and technical guides

Preferred Requirements

• For new graduates: internship, co‑op experience, prior work experience 1 year’s experience of brokerage experience
• Completion of the FINRA SIE exam
• FINRA Series 7
• Experience with Envestnet / Wealth Management Platform
• Bachelor’s degree in business, Finance or related field
• Prior experience or exposure in Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker‑Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations