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Advisor Assistant Jobs in Tennessee (NOW HIRING)

Service Advisor Assistant

Nashville, TN ยท On-site

$3.5K - $4.5K/mo

$3,500 - $4,500+ per month Internal Advancement Opportunities Beaman Toyota is looking for an energetic and driven Assistant Service Advisor to join our team . Hudson Automotive is one of the fastest ...

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * 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 is a must * Above average energy level * 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 is a must * Above average energy level * 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 is a must * Above average energy level * 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 is a must * Above average energy level * 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 Tennessee salary details

$25.9K

$49.2K

$82.6K

How much do advisor assistant jobs pay per year?

As of Jul 26, 2026, the average yearly pay for advisor assistant in Tennessee is $49,234.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,200.00 and $57,200.00 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 Tennessee? The most popular types of Advisor jobs in Tennessee are:
What cities in Tennessee are hiring for Advisor Assistant jobs? Cities in Tennessee with the most Advisor Assistant job openings:
Infographic showing various Advisor Assistant job openings in Tennessee as of July 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 100% In-person job distribution, with an average salary of $49,234 per year, or $23.7 per hour.
Financial Advisor Assistant

Financial Advisor Assistant

Firefighters First Credit Union

Hendersonville, TN โ€ข On-site

$53K - $59K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Job description

The position can work out of our offices in Pasadena, CA or Hendersonville, TN.



Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nationโ€™s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.


Currently, we have an immediate opening for a Client Services Representative to join our Investment Services team! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.


Primary Responsibilities:

  • Handling customer relation issues to assist in both the retention and acquisition of assets under management.
  • Prioritizing client/prospect contacts to maximize sales efforts.
  • Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
  • Coordinating all events such as educational and marketing activities to increase awareness of FFCUโ€™s investment services.
  • Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
  • Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc.


Basic Qualifications:

  • Education: High school diploma or GED.
  • Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
  • Previous administrative assistance preferably within the financial services industry.
  • All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.


Benefits:

We offer exceptional benefits to our employees, including:

  • Competitive salary with a pay for performance bonus
  • Fully paid Medical, Dental, and Vision benefits package for employees.
  • Fully paid Life insurance, AD&D, short and long-term disability coverage
  • 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%
  • Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program
  • Pet Insurance
  • 3 weeks of PTO annually including 2 ยฝ days of float time.
  • 9 paid holidays plus 2 half days


Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.