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Advisor Assistant Salary Jobs (NOW HIRING)

Equitable

OR · Hybrid

$55K/yr

Begin your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an ...

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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 Jul 7, 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.

Do advisors make good money?

Financial advisors and similar advisory roles can earn a wide range of salaries depending on experience, location, and client base. Entry-level advisors typically earn lower wages, while experienced professionals with certifications like CFP can earn higher incomes, often supplemented by commissions or bonuses. Overall, advisory roles can be financially rewarding for those with strong interpersonal skills and industry knowledge.

What is the highest paid assistant job?

The highest paid assistant roles are often executive assistants or personal assistants to top executives, with salaries reaching over $80,000 annually, especially in large corporations or financial sectors. Specialized skills, experience, and working in high-demand industries can lead to higher compensation for assistant positions.

What do advisor assistants do?

Advisor assistants support financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They often handle data entry, maintain client records, and use financial software to assist in client account management. Strong organizational skills and knowledge of financial terminology are important for this role.

Is it hard to become a FA?

Becoming a Financial Advisor (FA) typically requires a bachelor's degree, relevant licenses such as Series 7 and Series 66, and industry experience. Success depends on developing strong interpersonal skills, financial knowledge, and building a client base, which can take several years of training and certification efforts.

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.

More about Advisor Assistant Salary jobs
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What states have the most Advisor Assistant Salary jobs? States with the most job openings for Advisor Assistant Salary jobs include:
What job categories do people searching Advisor Assistant Salary jobs look for? The top searched job categories for Advisor Assistant Salary jobs are:
Advisor Assistant Salary jobs near you

Financial Advisor Assistant

FAMILY FINANCIAL ADVISORS INC

Fruitland Park, FL • On-site

$45K - $55K/yr

Full-time

Retirement, PTO

Posted 11 days ago

Be an early applicant

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
  • Bachelors 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