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Advisor Assistant Jobs in Gilbert, AZ (NOW HIRING)

Vertex Wealth Advisors

Be Seen First

Paraplanner/Financial Advisor's Assistant

Scottsdale, AZ · On-site

$29 - $42/hr

This role provides support to financial advisors through trading and money movement, and business processing. Coordinates/tracks projects. Responsibilities and Time Allocation * Trading and money ...

Sanderson Ford

Automotive Service Advisor

Glendale, AZ · On-site

Experience as a Service Advisor, Assistant Lane Manager, or Service Consultant * Energetic, positive, and professional attitude * Commitment to a long-term career with a growing organization * Strong ...

Sanderson Ford

Automotive Service Advisor

Glendale, AZ · On-site

Experience as a Service Advisor, Assistant Lane Manager, or Service Consultant * Energetic, positive, and professional attitude * Commitment to a long-term career with a growing organization * Strong ...

Acura of Tempe

Automotive Technician

Tempe, AZ

Monitor repair time and update service advisor * Assist in mentoring technician trainees * Attend company and factory training and keep current with factory technical bulletins About Our Dealership ...

Acura of Tempe

Automotive Technician

Tempe, AZ · On-site

$25 - $38/hr

Monitor repair time and update service advisor * Assist in mentoring technician trainees * Attend company and factory training and keep current with factory technical bulletins About Our Dealership ...

Acura of Tempe

Automotive Technician

Tempe, AZ · On-site

$25 - $38/hr

Monitor repair time and update service advisor * Assist in mentoring technician trainees * Attend company and factory training and keep current with factory technical bulletins About Our Dealership ...

W3Global Inc.

Senior Tax Manager

Chandler, AZ · On-site +1

$160K - $220K/yr

Manage client relationships and serve as a trusted advisor * Assist with IRS and state tax notices/examinations * Participate in firm growth and business development initiatives Qualifications:

Alerus

Wealth Advisor

Scottsdale, AZ

$60K/yr

All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals.

Alerus

Wealth Advisor

Phoenix, AZ

$60K/yr

All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals.

Alerus

Wealth Advisor

Scottsdale, AZ · On-site

$60K/yr

All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals.

Nelnet

Security Advisor

Phoenix, AZ · 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 ...

Adobecw

Strategic Advisor - Contractor

Phoenix, AZ · On-site

$120 - $180/hr

Serve as a trusted advisor during high‑level strategic discussions. * Assist with stakeholder mapping and identification of key decision‑makers within target organizations. * Foster long‑term ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Gilbert, AZ

Advisor Assistant information

See Gilbert, AZ salary details

$27.8K

$52.9K

$88.8K

How much do advisor assistant jobs pay per year?

As of Aug 16, 2026, the average yearly pay for advisor assistant in Gilbert, AZ is $52,939.00, 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 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 cities near Gilbert, AZ are hiring for Advisor Assistant jobs?

Cities near Gilbert, AZ with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Gilbert, AZ as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $52,939 per year, or $25.5 per hour.

Paraplanner/Financial Advisor's Assistant

Vertex Wealth Advisors

Scottsdale, AZ • On-site

$29 - $42/hr

Full-time

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

This role provides support to financial advisors through trading and money movement, and business processing. Coordinates/tracks projects.

Responsibilities and Time Allocation

  • Trading and money movement in client accounts
  • Completion of forms and applications for client and advisor signature
  • Depositing of checks and stock certificates
  • Performing other allowable duties as assigned by the financial advisors and senior staff

Back Office Advisor Support Duties

  • Researching and answering questions for clients, if requested and as allowable, related to the servicing of their accounts
  • Review and update client information as needed for client meeting. Attending and participating in client meetings if necessary
  • Managing and resolving client service problems
  • Effective communication with clients and other advisor/staff
  • The above responsibilities and duties may change over time to meet the need of the practice and can include other duties as assigned by the advisor

Key Traits of a Successful Paraplanner:

  • Direct attention to detail and organization
  • Thorough understanding of investment account types (managed vs brokerage) and tax treatment distinctions among various account types
  • Knowledgeable regarding features, distinctions and relative strengths of investments, term and cash value life insurance, disability, long-term care and hybrid insurance
  • Effective and efficient time management
  • Polite and clear phone manner and e-mail composition
  • Ability to multi-task
  • Adherence to rules and regulations as stated and required by advisor, Ameriprise Financial, regulatory agencies
  • Ability to support and provide guidance for compliance within the practice
  • Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

  • 2+ years of similar experience
  • Preferably has the following licenses - Series 7, Series 66, and State life, accident and health insurance licenses

*Please note, this role will not develop into a financial advisor.*