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Advisor Assistant Jobs in New York (NOW HIRING)

Financial Services Firm

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Financial Advisor Assistant

Lynbrook, NY · On-site

$50K - $80K/yr

Because our practice is growing, we are looking for a dedicated Financial Advisor Assistant to join our close-knit team. Why You'll Love Working Here * Reclaim Your Time: Work locally in Lynbrook.

Urgent

Scarsdale Ford

Service Advisor

Scarsdale, NY

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 ...

Scarsdale Ford

Service Advisor

Scarsdale, NY · 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 ...

Scarsdale Ford

Service Advisor

Scarsdale, NY · 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 ...

Scarsdale Ford

Service Advisor

Scarsdale, NY · 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 ...

Scarsdale Ford

Service Advisor

Scarsdale, NY · 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 ...

Premier Ford Inc

Service Advisor

Brooklyn, NY · 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 ...

Premier Ford Inc

Service Advisor

Brooklyn, NY · 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 New York

Advisor Assistant information

See New York salary details

$31.2K

$59.3K

$99.6K

How much do advisor assistant jobs pay per year?

As of Aug 28, 2026, the average yearly pay for advisor assistant in New York is $59,346.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,900.00 and $68,900.00 per year, depending on experience, location, and employer.

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 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 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 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.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

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

The most popular types of Advisor jobs in New York are:

What cities in New York are hiring for Advisor Assistant jobs?

Cities in New York with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in New York as of August 2026, with employment types broken down into 2% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $59,346 per year, or $28.5 per hour.

Financial Advisor Assistant

Financial Services Firm

Lynbrook, NY • On-site

Urgent

$50K - $80K/yr

Full-time

PTO

Posted 23 days ago

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After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

We pride ourselves on providing high-touch, hyper-personalized client service—and that starts with caring deeply for our team. We offer a close-knit, supportive work environment where your work is valued, your voice is heard, and you aren't just another employee in a corporate cubicle. Because our practice is growing, we are looking for a dedicated Financial Advisor Assistant to join our close-knit team.

Why You’ll Love Working Here

  • Reclaim Your Time: Work locally in Lynbrook. Say goodbye to the daily LIRR commute, subway delays, and high-stress Manhattan office cultures.

  • Autonomy Without Micromanagement: Step into an environment where your expertise is trusted. You will have full ownership of your daily responsibilities and the freedom to manage your workflow independently.

  • Small Team, Huge Impact: Be an integral part of a small, supportive team where your voice matters and your hard work is noticed every single day.

Who You Are (The Right Mindset)

You are a self-driven financial industry professional who thrives on order, accuracy, and helping clients. You don't just "do paperwork"—you understand why financial protocols matter and take personal pride in getting things done right the first time (zero NIGO errors).

  • You are proactive: You anticipate advisor needs before client meetings rather than waiting for instructions.

  • You are meticulous: You know that in financial services, a single missed checkbox or outdated note matters. Your note-taking and file organization are flawless.

  • You are a great communicator: You enjoy picking up the phone, building warm rapport with clients, and making them feel cared for during major life transitions.

Key Responsibilities

  • Primary Client Liaison: Handle incoming service calls with professionalism, empathy, and clarity regarding financial planning, investment accounts, and insurance products.

  • Account Onboarding & Processing: Draft, review, execute, and track all client onboarding documentation, account setups, transfers, and distribution requests.

  • Adviser Appointment Prep: Prepare comprehensive meeting folders, portfolio summaries, illustrations, and preliminary review materials prior to client consultations.

  • Operational Execution: Process general account maintenance, including beneficiary updates, address changes, rollouts, and quote requests.

  • CRM & Record Keeping: Maintain meticulous, compliant notes in client records and actively follow up on open operational items.

Qualifications & Requirements

  • Industry Experience: Minimum 2+ years of direct administrative experience within a financial advisory, wealth management, or financial planning firm (Required).

  • Industry Familiarity: Prior hands-on experience with custodian account openings, financial paperwork, and advisor protocols.

  • Tech Savvy: High proficiency in the Microsoft Office Suite (Word, Excel, Outlook) and financial CRM platforms.

  • Soft Skills: Outstanding phone presence, active listening, structured note-taking habits, and high emotional intelligence.

  • Work Style: Ability to work independently, prioritize multi-step tasks, and maintain rigorous attention to detail.

If you meet the 2-year financial industry requirement and are seeking a supportive, long-term career opportunity in South Shore Nassau County, Please hit the Apply Now!

Company Description

This firm is an independent financial advisory practice based in South Shore Nassau County with over 30 years of history in the community.