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Advisor Assistant Jobs (NOW HIRING)

Peoria Ford

Advisor Assistant.

Peoria, AZ · On-site

Peoria Ford is seeking a high-energy, detail-driven Advisor Assistant to support two senior Service Advisors in a fast-paced commercial fleet service environment . This is not a sit-back role - this ...

Peoria Ford

Advisor Assistant.

Peoria, AZ · On-site

Peoria Ford is seeking a high-energy, detail-driven Advisor Assistant to support two senior Service Advisors in a fast-paced commercial fleet service environment . This is not a sit-back role -- this ...

Peoria Ford

Advisor Assistant.

Peoria, AZ

Peoria Ford is seeking a high-energy, detail-driven Advisor Assistant to support two senior Service Advisors in a fast-paced commercial fleet service environment . This is not a sit-back role -- this ...

Peoria Ford

Advisor Assistant.

Peoria, AZ

Peoria Ford is seeking a high-energy, detail-driven Advisor Assistant to support two senior Service Advisors in a fast-paced commercial fleet service environment . This is not a sit-back role -- this ...

Quirk Ford

Service Advisor Assistant

Quincy, MA

The responsibilities of a Service Advisor Assistant include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance ...

Moylan Kropp

Be Seen First

Financial Advisor Assistant

Omaha, NE · On-site

$50K - $100K/yr

Financial Advisor Assistant Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. We work with a team of Certified Financial ...

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Moylan Kropp

Be Seen First

Financial Advisor Assistant

Omaha, NE · On-site

$50K - $100K/yr

Financial Advisor Assistant Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. We work with a team of Certified Financial ...

New

Quirk Ford

Service Advisor Assistant

Quincy, MA · On-site

The responsibilities of a Service Advisor Assistant include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance ...

Quirk Ford

Service Advisor Assistant

Quincy, MA · On-site

The responsibilities of a Service Advisor Assistant include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance ...

Quirk Ford

Service Advisor Assistant

Quincy, MA

The responsibilities of a Service Advisor Assistant include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance ...

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Advisor Assistant information

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$28.5K

$54.2K

$91K

How much do advisor assistant jobs pay per year?

As of Jun 11, 2026, the average yearly pay for advisor assistant in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.

What are some typical daily tasks and team interactions for an Advisor Assistant?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are Advisor Assistants?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

What are the key skills and qualifications needed to thrive as an Advisor Assistant, and why are they important?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.
More about Advisor Assistant jobs
What cities are hiring for Advisor Assistant jobs? Cities with the most Advisor Assistant job openings:
What are the most commonly searched types of Advisor jobs? The most popular types of Advisor jobs are:
What states have the most Advisor Assistant jobs? States with the most job openings for Advisor Assistant jobs include:
Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 3% As Needed, 42% Full Time, 47% Part Time, 2% Temporary, and 5% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.
Advisor Assistant.

Advisor Assistant.

Peoria Ford

Peoria, AZ • On-site

Full-time

Posted 21 days ago

Job description

Peoria Ford is seeking a high-energy, detail-driven Advisor Assistant to support two senior Service Advisors in a fast-paced commercial fleet service environment.
This is not a sit-back role - this is a production position that directly impacts shop flow, technician efficiency, and customer turnaround time.
If you thrive under pressure, stay organized, and take pride in getting things done fast and right, this is your opportunity to grow into a full Service Advisor role.

Apply