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Advisor Assistant Jobs in California (NOW HIRING)

TalentLink Solutions

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Financial Advisor Assistant - Wealth Management

Fairfield, CA ยท On-site

$28 - $35/hr

And we also like to have fun! ๏ปฟ As a Financial Advisor Assistant with our firm, you will work within the operations team the majority of the time while also supporting administrative tasks that are ...

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA ยท On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

Martin Automotive Group

Service Advisor

El Monte, CA ยท On-site

At least 1 year as a Service Advisor, Assistant Lane Manager or Service Consultant, Manufacturer experience * Above average energy level * A desire for a long term career with a growing organization

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA ยท On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

Martin Automotive Group

Service Advisor

El Monte, CA ยท On-site

At least 1 year as a Service Advisor, Assistant Lane Manager or Service Consultant, Manufacturer experience * Above average energy level * A desire for a long term career with a growing organization

Martin Automotive Group

Service Advisor

Ontario, CA ยท On-site

At least 1 year as a Service Advisor, Assistant Lane Manager or Service Consultant, Manufacturer experience * Above average energy level * A desire for a long term career with a growing organization

Martin Automotive Group

Service Advisor

Ontario, CA ยท On-site

At least 1 year as a Service Advisor, Assistant Lane Manager or Service Consultant, Manufacturer experience * Above average energy level * A desire for a long term career with a growing organization

Martin Automotive Group

Service Advisor

Ontario, CA ยท On-site

At least 1 year as a Service Advisor, Assistant Lane Manager or Service Consultant, Manufacturer experience * Above average energy level * A desire for a long term career with a growing organization

DuPratt Ford Dixon

Mobile Service Advisor

Dixon, CA ยท On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

DuPratt Ford Dixon

Mobile Service Advisor

Dixon, CA ยท On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

DuPratt Ford Dixon

Mobile Service Advisor

Dixon, CA ยท On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in California

Advisor Assistant information

See California salary details

$28.1K

$53.5K

$89.8K

How much do advisor assistant jobs pay per year?

As of Aug 7, 2026, the average yearly pay for advisor assistant in California is $53,535.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $62,200.00 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 California? The most popular types of Advisor jobs in California are:
What cities in California are hiring for Advisor Assistant jobs? Cities in California with the most Advisor Assistant job openings:
Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in California as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 27% Part Time, 3% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $53,535 per year, or $25.7 per hour.

Financial Advisor Assistant

Firefighters First Credit Union

Pasadena, CA โ€ข On-site

$53K - $59K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

The position can work out of our offices in Pasadena, CA or Hendersonville, TN.



Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.


Currently, we have an immediate opening for a Client Services Representative to join our Investment Services team! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.


Primary Responsibilities:

  • Handling customer relation issues to assist in both the retention and acquisition of assets under management.
  • Prioritizing client/prospect contacts to maximize sales efforts.
  • Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
  • Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services.
  • Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
  • Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc.


Basic Qualifications:

  • Education: High school diploma or GED.
  • Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
  • Previous administrative assistance preferably within the financial services industry.
  • All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.


Benefits:

We offer exceptional benefits to our employees, including:

  • Competitive salary with a pay for performance bonus
  • Fully paid Medical, Dental, and Vision benefits package for employees.
  • Fully paid Life insurance, AD&D, short and long-term disability coverage
  • 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%
  • Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program
  • Pet Insurance
  • 3 weeks of PTO annually including 2 ½ days of float time.
  • 9 paid holidays plus 2 half days


Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.