Advisor Support Specialist – Financial Services

Advisor Support Specialist – Wealth Management

Remote – West Coast
Salary: $60,000/year
Employment Type: Direct Hire

We are seeking an Advisor Support Specialist to assist financial advisors with day-to-day account servicing and operational requests. This role is a strong fit for someone with financial-services experience who wants to continue building their career in RIA and wealth management operations.

What You'll Do

• Support financial advisors with account servicing and operational requests
• Process new account applications and account maintenance
• Assist with money movement, distributions, transfers, rollovers, and ACATs
• Review paperwork and help resolve NIGO (Not in Good Order) items
• Research account-related questions and follow requests through completion
• Communicate with advisors regarding account status, documentation, and next steps
• Navigate custodian and broker-dealer platforms to process and track requests
• Maintain accurate client and account information
• Manage multiple requests while providing consistent follow-through

What We're Looking For

• 3+ years of financial services experience within an RIA, custodian, broker-dealer, banking, or wealth-management environment
• Exposure to account servicing, transfers, money movement, or investment-account operations
• Experience with platforms such as Charles Schwab, Fidelity, LPL Financial, Pershing, Raymond James, Morgan Stanley, Edward Jones, Merrill Lynch, Vanguard, JPMorgan Chase, or Wells Fargo is highly desirable
• Familiarity with tools such as Salesforce, Orion, or Slack is a plus
• Strong written and verbal communication skills
• Professional phone presence and an advisor-service mindset
• Excellent attention to detail, organization, and follow-through
• Ability to manage multiple priorities in a fast-paced environment

Why This Role?

This is an opportunity to build deeper experience in RIA and wealth-management operations while supporting financial advisors across the country. You'll gain exposure to account servicing, custodial platforms, transfers, money movement, and the operational processes that keep an advisory practice running smoothly.

Compensation: $60,000 annually

If you have a financial-services background and enjoy solving problems, working with advisors, and ensuring requests get completed accurately and on time, we'd like to hear from you!

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