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Advisor Assistant Jobs in Ohio (NOW HIRING)

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Service Advisor - Colerain Honda

Cincinnati, OH · On-site

Minimum of 1 year as a Service Advisor, Assistant Lane Manager, or Service Consultant experience preferred * Proven record of achieving exceptional Customer Satisfaction * Organized and friendly ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Ohio

Advisor Assistant information

See Ohio salary details

$27.1K

$51.6K

$86.5K

How much do advisor assistant jobs pay per year?

As of Aug 16, 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 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 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:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $51,570 per year, or $24.8 per hour.

Express Lane Service Advisor

Charlie's Dodge Chrysler Jeep Ram

Maumee, OH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

Charlie's Dodge Chrysler Jeep Ram is looking for an Express Lane Service Advisor to join our team. The ideal candidate will have some sales experience and good communication skills. We are seeking to bring on long-term employees with a desire to advance within our organization. 

What We Offer

  • 401k plan with company match

  • Medical, vision and dental insurance

  • Flexible scheduling and work-life balance

  • Paid vacation time

  • Employee recognition

  • Holiday outings

  • Career progression

RESPONSIBILITIES 

  • Greet customers promptly

  • Obtain customer and vehicle information

  • Clearly report all vehicle symptoms as described by the customer

  • Determine and recommend maintenance based 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

REQUIREMENTS

  • Proven record of achieving exceptional customer satisfaction

  • Past experience as a service advisor, assistant lane manager or service consultant preferred but not required

  • Above-average energy level

  • A desire for a long-term career with a growing organization

  • Personal and professional integrity

  • Computer skills and willingness to learn new programs

At Charlie's Dodge, we strive to make every customer a customer for life. We believe that happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at our dealership is absolutely critical to its success. Our promise is to keep delivering the same award winning service and value that our community has come to expect from our dealership through the years.

We 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.

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