Advisor Support Supervisor

Advisor Group; Atlanta (GA); Hybrid; USD 58,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic seeks a Supervisor of Advisor Support to lead a nationwide team serving over 11,000 Financial Professionals. You will oversee advisor inquiries on money movement, account maintenance, and new account openings, ensuring timely, high-quality service.

The role emphasizes coaching, performance management, and collaboration to elevate the advisor experience while adapting to changing business needs. Bachelor’s degree preferred; FINRA SIE and Series 7 are a plus.

Qualifications

• 2+ years related experience interfacing with financial professionals.
• Experience with high producing Financial Professionals preferred.
• Excellent oral and written communication with attention to detail.
• Ability to perform in fast-paced, high-pressure environment and maintain advisor dedication.

Responsibilities

• Lead a team of Advisor Support agents that will support and retain Osaic’s Financial Professionals.
• Set team goals, establish vision and take action to achieve goals.
• Coach for advisor satisfaction, service quality, and productivity aligned to department objectives.
• Provide timely coaching, training, and total performance management.
• Support the Advisor Support team with real-time help and coaching.
• Assist management chat channel and respond to team questions in real time.
• Build and maintain cross-functional relationships.
• Address operational and organizational challenges impacting the team.
• Guide employees through shifting priorities.

Skills

Customer service

Communication

Leadership

Coaching

Education

Bachelor's degree

FINRA SIE exam

FINRA Series 7 license

Tools

Salesforce

Job description

Customer Service Opportunity in Financial Services

Supervisor- Advisor Support

Location(s):

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Non-Exempt

Salary: $58,000 - $63,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, 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, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary:

As a Supervisor of Advisor Support, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms while leading a team of Advisor Support phone professionals who do the same. The supervisor will be responsible for supporting the Advisor Support phone agents and answering questions related to the common call types we receive, including money movement, account maintenance, new account opening, etc. Our ideal candidate ensures the quality and timeliness in delivery of service. A collaborative and entrepreneurial approach will drive success as you help to resolve complex Financial Professional inquiries on behalf of the team you lead. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.

The Ideal Supervisor of Advisor Support must be capable of succeeding in a fast-paced team environment and possess a passion for elevating the advisor’s experience. This position’s primary objective is to manage a group of individual agents who are responsible for the service and retention of Financial Professionals within the Advisor Support population while supporting the quality development of Advisor Support as a whole .

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.

Responsibilities:

• Lead a team of Advisor Support agents that will support and retain Osaic’s Financial Professionals.
• Set team goals, establish vision and take action to achieve goals.
• Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
• Provide timely coaching, training, and total performance management
• Support the entire Advisor Support team with real time help floor walking and being support to team members who need additional coaching
• Support the management chat channel, answering team member questions real time
• Develop and maintain internal relationships
• Identify and take responsibility for addressing operational and organizational challenges that impact the team
• Effectively adopt changing business needs and guide employees through shifting priorities

Basic Requirements:

• Minimum 2 years related experience within the industry, interfacing regularly with financial professionals
• Experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
• Exceptional oral and written communication skills with a strong attention to detail
• Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
• Outstanding professional presence and positive customer service attitude
• Successful track record of customer-centric decision making
• Ability to cope with and persevere through frequent and unexpected changes
• Excellent organizational skills, with the ability to handle multiple tasks

Preferred Requirements:

• At least 2 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
• Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
• Completion of FINRA SIE exam.
• FINRA Series 7 license, other FINRA licenses.

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.