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Advisor Assistant Jobs in Rhode Island (NOW HIRING)

Nelnet

Security Advisor

Providence, RI · On-site

Security Advisors assist with sales and marketing activities: * Participate in sales calls as a subject matter expert and attend conferences as appropriate. * Prepare and perform industry-related ...

Nelnet

Security Advisor

Warwick, RI · On-site

Security Advisors assist with sales and marketing activities: * Participate in sales calls as a subject matter expert and attend conferences as appropriate. * Prepare and perform industry-related ...

University of Rhode Island

Academic Advisor

Kingston, RI · On-site

$60K - $70K/yr

Collaborate with staff, faculty, and administration to assist with students' progress to degree, curriculum materials, and all advising issues to best meet student needs. Duties and Responsibilities ...

University of Rhode Island

Academic Advisor

Kingston, RI · On-site

$60K - $70K/yr

... conjunction with Assistant Dean, department chairs, other degree-granting colleges, and the ... Advising may include student support, especially in 4+1 and ABM programs when appropriate. Perform ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Rhode Island

Advisor Assistant information

See Rhode Island salary details

$27.9K

$53.1K

$89.1K

How much do advisor assistant jobs pay per year?

As of Aug 6, 2026, the average yearly pay for advisor assistant in Rhode Island is $53,123.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $61,700.00 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 Rhode Island? The most popular types of Advisor jobs in Rhode Island are:
Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,123 per year, or $25.5 per hour.

Sales Advisor/ Assistant General Manager

Healthtrax Fitness & Wellness

East Greenwich, RI • On-site

$35K/yr

Full-time

Re-posted 13 days ago

Job description

Sales and Assistant General Manager make for a winning fitness career combo role
Do you believe that exercise is medicine? Now more than ever we need to build a healthy immune system and mindset and fitness provides a solution in a safe, clean, supervised environment. Healthtrax is looking to add a Sales/Assistant GM for Monday- Wednesday, Saturday and Sunday. This person will report to the Vice President of Operations and assist in day to day operations in his absence. This position will also oversee sales and day to day operations on weekends
As you know in sales you control your earning potential with the effort you put forth to prospect and build rapport with people. Great pathway to advance into full Center management or increase your earning potential.
  • Uphold safety protocals including cleaning equipment after use; wearing face mask, physical distancing and hand washing
  • Provide Safe and Healthy Start assessments to engage and retain Healthtrax members as clients
  • Tools and marketing to support your prospecting and new membership sales
  • Healthtrax University Sales Bootcamp and PT and Management Workshop training and development
  • Free ONLINE partner courses for CEU's & best practices
  • Generous quarterly bonus rewarded for consistency in meeting goals
  • Commissions applied on every new and renewed membership in addition to base pay
  • Career opportunity to advance in Company
  • Flexible work schedule shifts vary days, evenings, weekends

Apply today if you have a positive can-do attitude, proven track record selling, obtaining and retaining clientele; 3 or more years' sales or fitness center work experience; excellent verbal and written communications, time management and follow-up skills and are a self-starter. Proficient in Microsoft Office.
Employees benefit from our educational partnerships with NASM and AFAA and Post University, reduced tuition - for you and your immediate household
Compensation: $35,000.00 per year
We believe regular exercise is medicine for a strong immune system and optimal mental health. We envision a society where personal healthcare responsibility is the norm, not the exception. Where people are informed and motivated to practice good lifestyle habits including a quality fitness regime. At Healthtrax, we see ourselves as a vital part of this transformation and have a sense of contribution that validates that the work we do to ensure safe, clean facilities is part of a worthwhile journey. Join our journey. Bring your passion to our team.
About Healthtrax
Since 1979, Healthtrax Fitness & Wellness has been a premier operator of fitness centers serving diverse member needs and providing careers to full and part time dedicated team members. We are committed to being the best in fitness including attention to cleanliness, safety and physical distancing. With 17 locations in 5 states, our talented staff provide engaging programs and safe, clean facilities that blend lifestyle management, health education, fitness and a sense of community. We also have Healthtrax Physical Therapy Clinics in Enfield, Glastonbury-CT and West Springfield, MA for Therapists and Trainers to provide seamless care and collaboration for restored function for those seeking treatment and care in our centers
Healthtrax Fitness Centers attract avid fitness enthusiasts, mature adults, families, the tentative non- exerciser, and, or special medical populations most of whom are motivated to not just live longer but live better!

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