Advisor Support Representative

Altruist

1 month ago

3.6 on Glassdoor

Remote

Full Time

Medior

3 applicants

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About this role

Altruist is transforming the wealth management industry with an AI platform and is seeking an Advisor Support Representative to operate at the intersection of product, operations, and service. The role involves solving complex customer issues, developing expertise in specific areas, and providing exceptional support to financial advisors, all while embodying the company’s core values.

Skills

Qualifications

Bachelor’s degree or equivalent experience

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.

Recent company news

RIABiz

Ross Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL -- and gave Altruist the nod as 'primary custodian'

1 day ago