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Advisor Assistant Jobs in Decatur, GA (NOW HIRING)

Avery Partners

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Financial Advisor Assistant

Atlanta, GA · On-site

$70K - $75K/yr

Avery Partners is seeking an experienced, motivated Assistant / Client Financial Advisor to join their team. This is an excellent opportunity for someone who wants to be more than an administrative ...

New

Advisor Group

VP, Advisor Engagement

Atlanta, GA · On-site

$140K - $155K/yr

The VP, Advisor Engagement will drive strategy and execution within the field of financial ... * Assist with issue identification and resolution, acting as an advocate and communicating ...

Life University

Academic Advisor (4006)

Marietta, GA · On-site

$39K - $48K/yr

Work on-call to assist students without appointment. * Audit new student academic plans to ensure students are selecting the correct classes. * Mentor new academic advisors. * Aid staff in supporting ...

Georgia State University

Academic Advisor III

Atlanta, GA · On-site

$55K/yr

Lead and support advising operations by training, mentoring, onboarding, and providing functional supervision to advisors and student assistants Disclaimer: This job requisition provides a high-level ...

Bessemer Trust

Associate Client Advisor

Atlanta, GA · On-site

Monitor and assist in covering overdrafts. * Supervise and pay client bill payments. * Prepare ... Advisor is expected to stay up to date on economic and market trends by: attending corporate ...

Georgia State University

Academic Advisor I

Atlanta, GA · On-site

$43K/yr

Academic Advisor I Enrollment Services University Advisement Center The University Advisement ... assist departments/units with verbal or written academic plans, and to interpret and implement ...

Advisor Group Inc.

VP, Advisor Engagement

Atlanta, GA · On-site

$125 - $150/hr

The VP, Advisor Engagement will drive strategy and execution within the field of financial ... * Assist with issue identification and resolution, acting as an advocate and communicating ...

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Advisor Assistant information

See Decatur, GA salary details

$27.8K

$53K

$88.8K

How much do advisor assistant jobs pay per year?

As of Sep 8, 2026, the average yearly pay for advisor assistant in Decatur, GA is $52,961.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $61,500.00 per year, depending on experience, location, and employer.

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 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 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 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.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

What are the most commonly searched types of Advisor jobs in Decatur, GA?

The most popular types of Advisor jobs in Decatur, GA are:

What cities near Decatur, GA are hiring for Advisor Assistant jobs?

Cities near Decatur, GA with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Decatur, GA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $52,961 per year, or $25.5 per hour.

Financial Advisor Assistant

Avery Partners

Atlanta, GA • On-site

$70K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 3 days ago

New

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Job description

Avery Partners is seeking an experienced, motivated Assistant / Client Financial Advisor to join their team. This is an excellent opportunity for someone who wants to be more than an administrative support person and is interested in growing with the firm, taking on additional responsibility, and playing a role in scaling the business. The ideal candidate is a go-getter, highly organized, client-focused, and proactive, with the ability to work independently while supporting advisors and building strong client relationships.

Hours: 8:30 AM – 4:00 PM, with flexibility as needed
Experience: 3–4+ years in financial services / wealth management

Key Responsibilities

  • Support financial advisors with day-to-day client service and account management.
  • Serve as a key point of contact for clients and provide a high level of personalized service.
  • Assist with onboarding new clients and maintain existing client relationships.
  • Prepare client documentation, reports, meeting materials, and account paperwork.
  • Assist with account opening, transfers, contributions, distributions, and other client requests.
  • Maintain accurate client records and ensure timely follow-up on outstanding items.
  • Coordinate client meetings and assist advisors with preparation and follow-up.
  • Utilize the Schaub platform preferred to manage and support client information and workflows.
  • Help improve internal processes and identify opportunities to make the business more efficient.
  • Work closely with the advisory team as the firm continues to grow and scale.
  • Take ownership of projects and responsibilities as the role develops.



What We’re Looking For

  • 3–4+ years of experience in wealth management, financial services, an RIA, or a similar environment.
  • Experience supporting financial advisors or working directly with high-net-worth clients is preferred.
  • Familiarity with the Schaub platform is a plus.
  • Strong organizational and time-management skills.
  • Excellent written and verbal communication skills.
  • High attention to detail and ability to manage multiple priorities.
  • Professional, polished, and comfortable working directly with clients.
  • Self-starter mentality with a willingness to take initiative and solve problems.
  • Someone who wants to grow with a company rather than simply perform a defined set of tasks.
  • Financial licenses are not required for this position.


Company Description

Avery Partners collaborates with businesses all over the US to help streamline their hiring processes.

Avery Partners logo

About Avery Partners

Sourced by ZipRecruiter

Established in 2004, Avery Partners was founded by staffing industry veteran Jeff Moore. Avery Partners supplies world class Consulting, Outsourcing and Staffing services across multiple industries. Our recruiters are experts in their fields and deliver 2nd to none services for our clients. Throughout the years Avery Partners has proven time and again its commitment to the success of its clients through both short-term tactical and long-term consulting, outsourcing and staffing initiatives. Avery Partners has progressed from a standard to a preferred to a strategic partner with many of client’s.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Roswell, GA, US

Year founded

2004

Social media

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