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Advisor Assistant Jobs in Ohio (NOW HIRING)

Service Advisor

Dayton, OH · On-site

$90K - $120K/yr

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

Service Advisor

Huber Heights, OH · On-site

$90K - $120K/yr

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

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is preferred * Above average energy level * A desire for a long-term career with a growing organization * Personal ...

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is preferred * Above average energy level * A desire for a long-term career with a growing organization * Personal ...

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is preferred * Above average energy level * A desire for a long-term career with a growing organization * Personal ...

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is preferred * Above average energy level * A desire for a long-term career with a growing organization * Personal ...

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is preferred * Above average energy level * A desire for a long-term career with a growing organization * Personal ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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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Showing results 1-20

Advisor Assistant information

See Ohio salary details

$27.1K

$51.6K

$86.5K

How much do advisor assistant jobs pay per year?

As of Jul 26, 2026, the average yearly pay for advisor assistant in Ohio is $51,570.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,900.00 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 does an assistant advisor do?

An assistant advisor supports senior advisors by preparing client documents, scheduling meetings, and conducting research to help develop financial or career plans. They often handle administrative tasks, communicate with clients, and use tools like CRM software to ensure smooth operations. This role requires strong organizational skills and knowledge of relevant industry regulations.

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 do advisors get paid?

Advisor assistants typically earn an hourly wage or annual salary that varies based on experience, location, and the organization. Entry-level positions may start around minimum wage, while experienced advisors can earn higher salaries, often supplemented with bonuses or commissions depending on the role and industry. Compensation also depends on skills, certifications, and the complexity of advising tasks performed.

Is $50,000 enough to work with a financial advisor?

For an Advisor Assistant, a $50,000 salary can be sufficient depending on the location, experience, and responsibilities. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be below average for the role. Additional certifications or skills can influence salary expectations and job suitability.

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.

Is it hard to become a FA?

Becoming an Advisor Assistant typically requires strong organizational skills, attention to detail, and good communication abilities. While there are no strict educational requirements, some employers prefer candidates with a background in finance or related fields, and familiarity with financial tools or software can be beneficial. The role often involves on-the-job training and may require passing certain certifications depending on the employer.
What are the most commonly searched types of Advisor jobs in Ohio? The most popular types of Advisor jobs in Ohio are:
What cities in Ohio are hiring for Advisor Assistant jobs? Cities in Ohio with the most Advisor Assistant job openings:
Infographic showing various Advisor Assistant job openings in Ohio as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $51,570 per year, or $24.8 per hour.
Service Advisor Assistant

Service Advisor Assistant

Buckeye Toyota

Lancaster, OH

Other

Medical, Dental, Vision, Life, Retirement

Posted 5 hours ago


Job description

Position Description: At Buckeye Auto Group, we strive to make every customer a customer for life. Our Ohio dealerships have been proudly serving the Lancaster & Columbus areas for many years. Our promise is to keep delivering the same top-notch service and value that our community has come to expect from all of our dealerships through the years.
Buckeye Toyota is now hiring a Service Advisor Assistant/Porter role to support our dealership in Lancaster!What We Offer:
Medical, Dental, Vision, disability, life insurance
401K Plan with company match
Family owned and operated
Discounts on products and services
Responsibilities:
Park and retrieve vehicles
Safely driving the shuttle vehicle to customers as needed
Help maintain cleanliness of service department
Maintain a friendly and professional rapport with both internal and external customers
Assist service staff/ Manager with various tasks as needed
Help take ownership of the customer’s experience by carrying out additional assignments that
Meet and greet customers upon arrival for check in
Requirements:
Organized and friendly personality
Ability to drive manual vehicles
Time management skills
Clean driving record
Basic computer skills
Customer service skills
Ability to stand for long periods of time
Knowledge of automotive industry preferred but not required
Phone skills and ability to schedule appointmentsIncentivesAbility to write up repair order and deliver back to customer within 3 monthsWe are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.