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Advisor Assistant Jobs in Delaware (NOW HIRING)

H&R Block

Block Advisor Tax Advisor

Wilmington, DE · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... We assist our clients in reaching their financial goals year-round. What you'll bring to the team.

Paul Mitchell Schools

Financial Aid Advisor

Newark, DE · On-site

$42K/yr

Paid holidays The Financial Aid Advisor will work a full-time schedule, Monday through Friday, with ... In this role, you will assist both prospective and current students in understanding and navigating ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Delaware

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 12, 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

Automotive Service Advisor

Carman Ford

New Castle, DE • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Carman Ford Lincoln in New Castle, DE is looking to add an Automotive Service Advisor to our staff. Family owned and operated for 50+years, we are looking to add another member to our family!

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance before maintenance is scheduled.

By working at a Ford dealership, you can be a part of a brand that honors the past, and is invested in the future.  Join the Ford Family where we value service to each other and the world as much as to our customers!

Service Advisor Compensation and Benefits:

  • Competitive Pay

  • Flexible Working Hours

  • Health, Dental, and Vision Insurance

  • PTO & Sick Leave

  • 401(K)

  • Employee Vehicle Purchase Discounts
  • Employee Parts and Labor Discounts

Service Advisor Responsibilities:

  • Greet customers promptly

  • Obtain customer and vehicle information

  • Clearly report all vehicle symptoms as described by the customer

  • Determine and recommend maintenance base on age, mileage and history of vehicle

  • Prepare a complete and accurate estimate of cost for labor and parts

  • Establish follow up time

  • Monitor the progress of each vehicle throughout the day, and update customers frequently

  • Verify that the final invoice reconciles with the work performed on the repair order

  • Explain all completed work and charges to customers

Service Advisor Requirements:

  • Previous experience at a Ford dealership is a plus

  • Ability to identify the problem quickly

  • Knowledge of automobiles

  • Proven record of achieving exceptional customer satisfaction

  • 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 professional integrity

  • Computer skills and willingness to learn new programs

  • Ability to learn new technology and repair and service procedures and specifications

  • Minimum of 1 year in service department

  • Ability to lift 50 pounds and work on your feet for extended periods of time

  • Ability to work in a fast-paced environment

  • Basic computer skills

  • Positive, friendly attitude 

  • High school diploma or equivalent

We are an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

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