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Advisor Assistant Jobs in Spokane, WA (NOW HIRING)

Vapor Lounge

Sales Advisor - Pines

Spokane Valley, WA · On-site

$18 - $20/hr

Sales Advisor's educate our customers regarding the benefits of vaping and assist our customers in transitioning from traditional tobacco products. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Welcome ...

Vapor Lounge

Sales Advisor - Francis

Spokane, WA · On-site

$18 - $21/hr

Sales Advisor's educate our customers regarding the benefits of vaping and assist our customers in transitioning from traditional tobacco products. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Welcome ...

Vapor Lounge

Sales Advisor - Regal

Spokane, WA · On-site

$18 - $21/hr

Sales Advisor's educate our customers regarding the benefits of vaping and assist our customers in transitioning from traditional tobacco products. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Welcome ...

Vapor Lounge

Sales Advisor - Shadle

Spokane, WA · On-site

$18 - $20/hr

Sales Advisor's educate our customers regarding the benefits of vaping and assist our customers in transitioning from traditional tobacco products. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Welcome ...

Vapor Lounge

Sales Advisor - Post Falls

Post Falls, ID · On-site

$18 - $21/hr

Sales Advisor's educate our customers regarding the benefits of vaping and assist our customers in transitioning from traditional tobacco products. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Welcome ...

Ulta Beauty, Inc.

Beauty Advisor

Spokane Valley, WA · On-site

$16.75 - $20.75/hr

GENERAL SUMMARY & SCOPE The Beauty Advisor (BA) is responsible for providing an exceptional ... Courteously handle customer service, sales, refunds, and exchanges and assist with on-line orders.

Ulta Beauty, Inc.

Beauty Advisor

Spokane, WA · On-site

$17 - $21/hr

GENERAL SUMMARY & SCOPE The Beauty Advisor (BA) is responsible for providing an exceptional ... Courteously handle customer service, sales, refunds, and exchanges and assist with on-line orders.

Ulta Beauty

Beauty Advisor

Spokane Valley, WA · On-site

$16.75 - $20.75/hr

GENERAL SUMMARY & SCOPE The Beauty Advisor (BA) is responsible for providing an exceptional ... Courteously handle customer service, sales, refunds, and exchanges and assist with on-line orders.

Ulta Beauty, Inc.

Beauty Advisor

Spokane Valley, WA · On-site

$16.75 - $20.75/hr

GENERAL SUMMARY & SCOPE The Beauty Advisor (BA) is responsible for providing an exceptional ... Courteously handle customer service, sales, refunds, and exchanges and assist with on-line orders.

Ulta Beauty

Beauty Advisor

Spokane, WA · On-site

$17 - $21/hr

GENERAL SUMMARY & SCOPE The Beauty Advisor (BA) is responsible for providing an exceptional ... Courteously handle customer service, sales, refunds, and exchanges and assist with on-line orders.

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Showing results 1-20

All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Spokane, WA

Advisor Assistant information

See Spokane, WA salary details

$28.8K

$54.8K

$92K

How much do advisor assistant jobs pay per year?

As of Aug 29, 2026, the average yearly pay for advisor assistant in Spokane, WA is $54,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $63,700.00 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 Spokane, WA?

The most popular types of Advisor jobs in Spokane, WA are:

What cities near Spokane, WA are hiring for Advisor Assistant jobs?

Cities near Spokane, WA with the most Advisor Assistant job openings:

Advisor Assistant jobs near you

Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth

Spokane Valley, WA • Hybrid

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

Full-time

Medical, Retirement, PTO

Re-posted 9 days ago

Job description

We are seeking a versatile, organized, and highly capable professional to join our team as an Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to advanced experience in a financial services, accounting, or law firm. The successful candidate will help manage daily operations while also providing high-level technical and administrative support to our financial advisors and clients.

Paraplanning and Analytical Support

Financial Plan Preparation: Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software.

Estate and Tax Planning Support: Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning.

Documentation and Compliance: Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations.

Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience.

Office Management and Administration

Office Operations: Oversee the day-to-day operations of the office and workflows to increase efficiency and track cases to completion.

Scheduling: Serve as the main point of contact for clients scheduling meetings.

Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements).

Requirements

Education: A degree or a professional designation in Finance, Accounting, Law, or Business Administration; or the current pursuit of a degree/designation is required.

Experience: Work experience in a financial services firm, public accounting office, or estate planning law firm is preferred.

Skills:

o Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines.

o Strong written and verbal communication skills.

o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

A high level of integrity and ability to maintain strict confidentiality.

Knowledge of industry regulations and compliance standards is extremely beneficial.

Licenses/Certifications: CFP, CPA, Attorney license/certification/experience is a significant asset.

Benefits

Competitive salary commensurate with experience

401(k) with company match

Flexible hours and paid time off and holidays

A flexible, supportive, and collaborative work environment

Financial assistance for professional accreditations and continuing education

No health insurance benefits are available

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