ZipRecruiter

Log In

1

Advisor Assistant Salary Jobs in San Ramon, CA (NOW HIRING)

Burton Enright Welch

Advisor

Walnut Creek, CA

The Advisor will assist Senior and Lead Advisors in meetings and present analyses and ... salary based on experience Quarterly Incentive Bonus program Comprehensive benefits package ...

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

$110K - $165K/yr

The Advisor will assist Senior and Lead Advisors in meetings and present analyses and ... Competitive salary based on experience • Quarterly Incentive Bonus program • Comprehensive ...

Bessemer Trust Company

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

Investment Management * Assist the Senior Client Advisor in investment management activities ... The base salary range for this position is $135,000 - $185,000 per year. This range reflects the ...

Bessemer Trust

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

Investment Management * Assist the Senior Client Advisor in investment management activities ... The base salary range for this position is $135,000 - $185,000 per year. This range reflects the ...

Bessemer Trust Inc.

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

Investment Management * Assist the Senior Client Advisor in investment management activities ... The base salary range for this position is $135,000 - $185,000 per year. This range reflects the ...

next page

Showing results 1-20

All JobsAdvisor Salary JobsAdvisor Assistant Salary JobsAdvisor Assistant Salary Jobs in San Ramon, CA

Advisor Assistant Salary information

See San Ramon, CA salary details

$31.8K

$60.6K

$101.7K

How much do advisor assistant salary jobs pay per year?

As of Aug 21, 2026, the average yearly pay for advisor assistant salary in San Ramon, CA is $60,620.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,800.00 and $70,400.00 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.

What are popular job titles related to Advisor Assistant Salary jobs in San Ramon, CA?

For Advisor Assistant Salary jobs in San Ramon, CA, the most frequently searched job titles are:

What job categories do people searching Advisor Assistant Salary jobs in San Ramon, CA look for?

The top searched job categories for Advisor Assistant Salary jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Advisor Assistant Salary jobs?

Cities near San Ramon, CA with the most Advisor Assistant Salary job openings:

Advisor Assistant Salary jobs near you
Infographic showing various Advisor Assistant Salary job openings in San Ramon, CA as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $60,620 per year, or $29.1 per hour.

Lead Financial Advisor - Pleasanton, CA

Advisor Talent Solutions

Pleasanton, CA • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Lead Financial Advisor
Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! E.A Buck Financial Services in Pleasanton, CA is seeking to add a Lead Advisor to our Team!
This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors Advise, we Advertise! If you don’t like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you.
Key Traits:
  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build client base
  • Persuasive ability
Minimum Requirements:
  • College degree preferred
  • 2+ years of financial service experience required
  • Series 66 or 65 and Life and Health required
  • Experience selling AUM and Annuities required
  • Ability to bring a small book of business
  • Strong organizational, prioritization, interpersonal and management skills
  • Excellent communication skills; both verbal and written
Position Responsibilities:
  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managed money
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Meet individual and team goals
Salary:
  • Annually Forgivable Base Draw starting at $100K
  • Variable Compensation Overrides for performance
Benefits:
  • 401k with generous matching
  • 100% employer paid insurance (health, vision, dental)
  • Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
  • Paid holidays
  • PTO
Hours:
  • Monday-Thursday: 8am-5pm, Friday: 8am-3pm
  • In office
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

Apply