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Altruist

Advisor Support Representative

Altruist · Dallas, TX

Posted about 3 months ago

or apply directly on Altruist's site. We never take the application ourselves.

Is this posting real?

This role has been open
82 days
Altruist's roles stay open a median of 74 days
Reposted
No
Salary listed
No
10% of Altruist's roles list one
Ghost-job risk at Altruist
high
77 stale, 0 reposted of 81 open
Hiring momentum
98 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-24

Measured from postings appearing on and disappearing from Altruist's own greenhouse board since 2026-08-03. Full hiring picture for Altruist.

About this role

As an Advisor Support Representative at Altruist, you will engage with financial advisors to resolve complex inquiries related to account management, trading, and compliance. This role combines customer service with technical problem-solving, requiring you to build rapport with advisors while navigating intricate systems and processes. You will also have the opportunity to specialize in specific products or operations, contributing to both advisor support and product improvement.

Our read on this posting2.6out of 5
benefits
4/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Altruist as an employer.

What you need

  • 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 understanding of Registered Investment Advisors (RIA)
  • Proficiency with ticket management systems such as Salesforce and Jira
  • Deep empathy for customers with active listening and interpersonal skills
  • Bachelor’s degree or equivalent professional experience preferred

Nice to have

  • FINRA series 7 and 63 license preferred

What you get

  • Competitive total compensation
  • Premium healthcare, dental, and vision insurance plans
  • 401k savings plan with a 4% match and immediate vesting
  • 16 week paid parental leave after one year of employment
  • Professional growth and development opportunities
  • Company perks program including discounts on various services

Worth weighing

  • Hybrid role requiring three days per week in the office
  • Role involves navigating complex and nuanced issues
  • Success in this role requires comfort with ambiguity and continuous learning

Summarised from Altruist's posting. Read the full original.

Listed by Altruist on their greenhouse job board, last confirmed open on 2026-10-24. PitchMeAI is not the employer.

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