Advisor Support Representative

Altruist is looking for an Advisor Support Representative to join their team. The role requires a high degree of adaptability, curiosity, and resilience to solve complex problems that directly impact advisors and their clients. The successful candidate will bring kindness, empathy, and intellectual rigor to every interaction, and possess the grit to persist through ambiguity.

Requirements

• 2 or more years of customer support or call center experience
• 2 or more years of broker-dealer operations or clearing firm experience
• Working knowledge of investing and an understanding of what Registered Investment Advisors (RIA) do on behalf of their clients
• Proficiency with ticket management systems such as Salesforce and Jira
• Bachelor’s degree or equivalent professional experience
• FINRA series 7 and 63 license preferred

Benefits

• Premium healthcare, dental, and vision insurance plans (HMO and PPO)
• 401k savings plan with a 4% match and immediate vesting
• 16 week paid parental leave
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.)
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)