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Advisor Assistant information

See Delaware salary details

$28.5K

$54.3K

$91.1K

How much do advisor assistant jobs pay per year?

As of Jun 11, 2026, the average yearly pay for advisor assistant in Delaware is $54,292.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,100.00 per year, depending on experience, location, and employer.

What are some typical daily tasks and team interactions for an Advisor Assistant?

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 are Advisor Assistants?

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, and why are they important?

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 Delaware? The most popular types of Advisor jobs in Delaware are:
Advisor Assistant jobs near you
Experienced Automotive Service Advisor / Assistant Service Manager - Newark Nissan

Experienced Automotive Service Advisor / Assistant Service Manager - Newark Nissan

HERTRICH Family of Automobile Dealerships

Newark, DE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Hertrich rating

6.5

Company rating: 6.5 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

81st of 142 rated car dealerships

Job description

Experienced Automotive Service Advisor / Assistant Service Manager Full-Time | Hertrich Family of Automobile Dealerships
Step Into a leading role in Automotive Service. Grow With One of the Region's Best.
The Hertrich Family of Automobile Dealerships is looking for an experienced, customer-driven Automotive Service Advisor / Assistant Service Manager ready to take the next step in their automotive service career.
If you thrive in a fast-paced environment, value high standards, and want long-term growth with a respected dealership group, this is your opportunity.
Why Hertrich?
  • Family-owned and operated for over 60 years
  • 24 dealerships | 18 automotive brands and 15 Collision Centers across 4 states
  • Industry leader with proven stability and growth
  • Strong community involvement supporting 90+ local organizations
  • Entrepreneurial culture focused on performance and excellence
  • Clear pathways into growth, success and career advancement

What We Offer:
  • Competitive salary with performance opportunity
  • Medical, Dental, Vision & Life Insurance
  • Short- and Long-Term Disability coverage
  • Paid vacation, holidays, and personal/sick days
  • 401(k) with employer match
  • Employee vehicle purchase discounts

What You'll Do:
  • Deliver a professional, high-quality service experience from check-in to completion
  • Greet service customers and manage inbound service calls
  • Schedule appointments and communicate service timelines
  • Present repair and maintenance estimates clearly and confidently
  • Coordinate repair orders with Technicians and monitor workflow
  • Recommend additional services when appropriate
  • Support daily service operations and administrative processes (training provided to prepare you for Service Management)
  • Help maintain parts inventory and enforce service policies
  • Perform additional responsibilities as needed

What We're Looking For:
  • 2-3 years' experience as an Automotive Service Advisor / Service Writer OR 1+ year as an Assistant Service Manager
  • Proven customer service and sales/up-selling skills
  • Strong communication, organization, and follow-through
  • Comfortable with computers and dealership service systems
  • High School Diploma or GED required
  • Valid driver's license with a clean or near-clean driving record
  • Flexible availability, including evenings and Saturdays

Build Your Future with Hertrich
At Hertrich, we don't just fill positions-we develop leaders. If you're ready to grow, lead, and make an impact with a company that values excellence, we want to hear from you.
Apply today and take the next step in your service career.
Hertrich Family of Automobile Dealerships is an Equal Opportunity Employer and a drug-free workplace. We are committed to an inclusive environment where all team members can succeed

Apply