ZipRecruiter

Log In

1

Advisor Assistant Jobs in Boston, MA (NOW HIRING)

A-Z Auto Center

Service Advisor "Assistant"

Boston, MA · On-site

Service Advisor: We are looking for an energetic and customer-focused Service Advisor to join our ... Willing to learn new software Duties and Responsibilities: * Assist in customer service * Perform ...

TalentLink Solutions

Be Seen First

Assistant Advisor - Wealth Management

Marlborough, MA · On-site

$70K - $85K/yr

JOB SUMMARY As an Assistant Advisor, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and ...

Herb Chambers Ford

Service Advisor

Braintree, MA · 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 ...

Herb Chambers Ford

Service Advisor

Braintree, MA · 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 ...

Jannell Motors Inc

Service Advisor

Hanover, MA

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 ...

Herb Chambers Ford

Service Advisor

Braintree, MA · 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 ...

Ashwood Advisors, LLC

Financial Assistant

Medfield, MA · On-site

$28K - $40K/yr

Help advisor prepare for client meetings. * Anticipate advisor needs and handle them proactively ... Prepare and send outgoing mail. * Assist advisor with marketing efforts, such as following up with ...

Jannell Motors Inc

Service Advisor

Hanover, MA · 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 ...

Jannell Motors Inc

Service Advisor

Hanover, MA

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 ...

Herb Chambers Ford

Service Advisor

Braintree, MA

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 ...

Jannell Motors Inc

Service Advisor

Hanover, MA · 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 ...

The Best Chevy

Automotive Service Advisor

Hingham, MA

$70K - $120K/yr

Past experience as a service advisor, assistant lane manager or service consultant preferred * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

The Best Chevy

Automotive Service Advisor

Hingham, MA · On-site

$70K - $120K/yr

Past experience as a service advisor, assistant lane manager or service consultant preferred * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

The Best Chevy

Automotive Service Advisor

Hingham, MA · On-site

$70K - $120K/yr

Past experience as a service advisor, assistant lane manager or service consultant preferred * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

next page

Showing results 1-20

All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Boston, MA

Advisor Assistant information

See Boston, MA salary details

$31K

$58.9K

$98.9K

How much do advisor assistant jobs pay per year?

As of Aug 6, 2026, the average yearly pay for advisor assistant in Boston, MA is $58,929.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $68,400.00 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 Boston, MA? The most popular types of Advisor jobs in Boston, MA are:
Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 1% Temporary, and 4% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $58,929 per year, or $28.3 per hour.

Service Advisor "Assistant"

A-Z Auto Center

Boston, MA • On-site

Full-time

Re-posted 8 days ago

Job description

Service Advisor:
We are looking for an energetic and customer-focused Service Advisor to join our team! In this position, you are required to explain the findings and recommendations from our Auto Technicians to the customer. You must be willing to adapt to changes in the work place. This is a great opportunity to learn the ins and outs of the auto care industry and advance your career!
Requirements:
  • Minimum high school diploma or GED equivalent required
  • Secondary education not required (but could be a plus) although you would have a fair basic knowledge of cars and the ability to learn.
  • Good customer service skills and prior experience expected
  • Bilingual preferred (Spanish, Portuguese, Russian, Haitian Creole, et.)
  • Capable of listening to customers needs and learning to present the technician's recommendations to the customer
  • A great attitude: A positive, supportive team player
  • Willing to learn new software

Duties and Responsibilities:
  • Assist in customer service
  • Perform general housekeeping around the shop
  • Time management
  • Decision making
  • Basic Computer and software skills
  • Assist in scheduling appointments and generating estimates
  • Assist with incoming or outgoing phone calls as appropriate
  • Effectively communicate with internal and external customers
  • Follow up with progress and/or follow up calls and/or emails
  • Document repair and maintenance changes on the repair order in the approved manner
  • Adhere to parts ordering, write up, delivery and follow-up processes
  • Establish and maintain strong positive working relationships and loyalty with customers to encourage repeat and referral business allowing for long-term clientele
  • You'll be given the ability to resolve customer complaints and questions

Apply