Advisor Support Representative

Altruist(4 days ago)

HybridFull TimeMedior$54,000 - $85,000

About this role

Altruist is seeking Advisor Support Representatives to operate at the intersection of product, operations, and service, solving complex problems for financial advisors and their clients. The role requires adaptability, curiosity, and resilience, focusing on providing excellent customer support and developing expertise in their offerings.

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Required Skills

Customer Support
Product Knowledge
Operational Support
Problem Solving
Communication
Account Management
Financial Services
Ticket Management
Empathy
Regulatory Compliance

About Altruist

altruist.com

Altruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.

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