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Advisor Assistant Salary information

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$28.5K

$54.2K

$91K

How much do advisor assistant salary jobs pay per year?

As of Aug 21, 2026, the average yearly pay for advisor assistant salary 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 is the difference between Advisor Assistant Salary vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
Required CredentialsHigh school diploma or equivalent; some roles may require FINRA Series 6 or 7Bachelor's degree; often required to hold Series 7, 63, or 65 licenses
Work EnvironmentOffice setting, supporting financial advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageFinancial firms, banks, investment companiesWealth management firms, banks, independent advisory firms

Typically, Advisor Assistants earn less than Financial Advisors due to differences in responsibilities and required credentials. Advisor Assistants support advisors with administrative tasks, while Financial Advisors directly manage client portfolios and provide financial planning services. Salary differences reflect these roles' scope and expertise.

Do advisor assistants make good money?

Advisor assistants typically earn a median salary that varies by location and experience, with entry-level positions starting around $30,000 to $40,000 annually and more experienced roles reaching $50,000 or higher. The role often requires strong organizational and communication skills, and some positions may offer bonuses or benefits that enhance overall compensation.

What is an advisor assistant?

An advisor assistant is a support professional who helps financial or academic advisors by preparing documents, managing schedules, and communicating with clients or students. They often require strong organizational skills and may use tools like customer relationship management (CRM) software to perform their duties.
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What states have the most Advisor Assistant Salary jobs?

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What job categories do people searching Advisor Assistant Salary jobs look for?

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Advisor Assistant Salary jobs near you
Infographic showing various Advisor Assistant Salary job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Financial Advisor Assistant

FAMILY FINANCIAL ADVISORS INC

Fruitland Park, FL • On-site

$45K - $55K/yr

Full-time

Retirement, PTO

Re-posted 25 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Paid time off
  • Training & development

Job Summary
We are seeking a Financial Advisor Assistant (Servicing Advisor) to join our team. In this role, you will field inbound calls, generate analyses, prepare annual review fee billing, and update financial plans for client meetings. Prepare, process, and review new account paperwork, money transfers, and other service requests via paper or DocuSign software. Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail. Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with an industry license (Series 6) with a minimum of one to three years of industry experience assisting a Financial Advisor is mandatory. Must dress and act professionally with strong communication skills. 
Responsibilities
  •  Client Relationship Management: Act as the primary point of contact for routine client inquiries, initiate account withdrawals, update account beneficiaries, change bank ACH deposit instructions, and handle other day-to-day service requests. 
  • Track Trade Execution & Account Maintenance: Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the senior advisor.
  • New Account Openings & Depositing Funds To Existing Accounts: Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document preparation while complying with a myriad of compliance rules.
  • Updating Financial Plans For Annual Review Or Initial Preparation: Analyze client data, run financial planning software (like eMoney or Retire-Up), and assist the creation of comprehensive financial, tax, beneficiary, and cash flow analyses.
  • Meeting Preparation & Follow-up: Prepare analyses accommodating client meeting agendas and draft post-meeting summaries and action items.
  • Compliance & Documentation: Ensure all client interactions, trade tickets, and financial files meet industry compliance and regulatory standards.
  • Compliance & Research: Ensure all documentation aligns with regulatory standards (e.g., SEC/FINRA) and assist the advisor with basic financial analysis and investment research to maintain the firm's investment shelf.
  • Embrace a willingness to learn and grow as a professional through continuing education, online seminars, and other training opportunities.
Qualifications
  • Bachelor’s degree in finance, accounting, or a related field preferred
  • Previous experience assisting a Financial Advisor 
  • Current certificate of qualifications preferred but not mandatory
  • Ability to explain complex financial information in simple terms
  • Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software