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Advisor Assistant Jobs in Arizona (NOW HIRING)

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management ...

Arrowhead BMW

Client Advisor

Glendale, AZ · On-site

The Client Advisor will ensure the customer receives all the information they are looking for, as well as presenting vehicles to customers to assist them in their buying decision. They utilize the ...

asburyauto

Service Advisor

Peoria, AZ · On-site

As a Service Advisor , you will have the opportunity to make a positive impact on our business and ... Digital career path tool to assist with career development * Continuous training through Asbury ...

Arrowhead BMW

Client Advisor

Glendale, AZ

The Client Advisor will ensure the customer receives all the information they are looking for, as well as presenting vehicles to customers to assist them in their buying decision. They utilize the ...

Zeiders Enterprises

Career Advisor (Remote)

Phoenix, AZ · Remote

$20.75 - $27.75/hr

Career Advisor- Remote Opportunity (Work from Home) NOTE: Both a cover letter and resume are ... Schedule career coaching appointments. * Assist spouses with troubleshooting website access ...

Visionary Automotive Group

Client Advisor

Glendale, AZ · On-site

The Client Advisor will ensure the customer receives all the information they are looking for, as well as presenting vehicles to customers to assist them in their buying decision. They utilize the ...

Zeiders Enterprises

Career Advisor (Remote)

Phoenix, AZ · Remote

$20.75 - $27.75/hr

Career Advisor- Remote Opportunity (Work from Home) NOTE: Both a cover letter and resume are ... Schedule career coaching appointments. * Assist spouses with troubleshooting website access ...

Zeiders Enterprises

Career Advisor (Remote)

Phoenix, AZ · On-site +1

$20.75 - $27.75/hr

Career Advisor- Remote Opportunity (Work from Home) NOTE: Both a cover letter and resume are ... Schedule career coaching appointments. * Assist spouses with troubleshooting website access ...

Zeiders Enterprises

Career Advisor (Remote)

Phoenix, AZ · On-site +1

$20.75 - $27.75/hr

Career Advisor- Remote Opportunity (Work from Home) NOTE: Both a cover letter and resume are ... Schedule career coaching appointments. * Assist spouses with troubleshooting website access ...

Arizona State University

Academic Success Advisor

Tempe, AZ · On-site

$48K - $50K/yr

Academic Advisor 1 Job Family: Academic Advising Time Type: Full time Apply before 11:59 PM Arizona ... This position reports to the Assistant Director of Academic Services and works collaboratively to ...

Express Employment

Safety Advisor

Phoenix, AZ

$27/hr

Safety Advisor Pay: $27/hour Location: Phoenix, AZ Overview A leading commercial construction and ... Investigate incidents and assist with reporting and documentation * Support continuous improvement ...

Wisepath Group

Financial Advisor

Scottsdale, AZ · On-site

$100K - $250K/yr

Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.

Heffernan Financial

Financial Advisor

Flagstaff, AZ

$100K - $150K/yr

The Financial Advisor will have a deep understanding of investment markets and an ability for ... Help educate and assist with performance of internal Client Service members. * Communicate ...

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Showing results 41-60

All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Arizona

Advisor Assistant information

See Arizona salary details

$26.6K

$50.5K

$84.8K

How much do advisor assistant jobs pay per year?

As of Aug 17, 2026, the average yearly pay for advisor assistant in Arizona is $50,550.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $58,700.00 per year, depending on experience, location, and employer.

What does an advisor assistant do?

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 is an advisor assistant?

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?

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.

What are the most commonly searched types of Advisor jobs in Arizona?

The most popular types of Advisor jobs in Arizona are:

What cities in Arizona are hiring for Advisor Assistant jobs?

Cities in Arizona with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $50,550 per year, or $24.3 per hour.

Associate Financial Advisor

Baird

Phoenix, AZ • On-site

Full-time

Re-posted 19 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.
The Impact You'll Make:
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
  • Review, research and analyze data to create customized, annual financial plans for clients
  • Deliver the financial plan to clients in partnership with the Financial Advisor/Team
  • Connect with next generation clients through planning
  • Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
  • Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point
  • Document, follow up, and support the closing of opportunities identified from the financial planning process
  • Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities
  • Performs other duties and special projects as necessary

What You'll Bring to Baird:
  • Must have an undergraduate degree in Finance, Accounting, Economics or equivalent
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Minimum of three years of investment experience in a client facing role
  • Excellent presentation skills, very strong interpersonal and written communication skills
  • Proven self-starter, highly motivated, with the ability to work independently

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