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Advisor Assistant Jobs in Springfield, OR (NOW HIRING)

University Of Oregon

Director of PathwayOregon

Eugene, OR · On-site

$85K - $95K/yr

Position Summary The Director of PathwayOregon reports to the Assistant Vice Provost for Advising (AVPA) and is a member of the UESS leadership team. The Director is primarily responsible for ...

University of Oregon

Director of PathwayOregon

Eugene, OR · On-site

$85K - $95K/yr

Position Summary The Director of PathwayOregon reports to the Assistant Vice Provost for Advising (AVPA) and is a member of the UESS leadership team. The Director is primarily responsible for ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Springfield, OR

Advisor Assistant information

See Springfield, OR salary details

$29.5K

$56.1K

$94.2K

How much do advisor assistant jobs pay per year?

As of Aug 20, 2026, the average yearly pay for advisor assistant in Springfield, OR is $56,145.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $65,200.00 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 cities near Springfield, OR are hiring for Advisor Assistant jobs?

Cities near Springfield, OR with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Springfield, OR as of June 2026, with employment types broken down into 6% As Needed, 82% Full Time, 8% Part Time, 3% Contract, and 1% Nights. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution, with an average salary of $56,145 per year, or $27 per hour.

Remote Sales and Service Advisor

HMG Careers

Veneta, OR • Remote

$69K/yr

Full-time

Re-posted 9 days ago

Job description

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based

This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families.

What We Offer

  • Remote, work-from-home career
  • Average first-year earnings of $69K through commissions and bonuses
  • Increased earning potential in later years through performance and renewals
  • Residual income opportunities through client renewals
  • Unionized position with stock options
  • Comprehensive benefits package including medical, dental, and prescription coverage
  • Ongoing training and mentorship from experienced managers
  • High-quality leads provided with no cold calling friends or family
  • Flexible scheduling within a career-focused structure
  • Advancement and recognition opportunities with promotion from within
  • Supportive and collaborative virtual team environment

Qualities We Value

  • Willingness to learn and be coached through structured training
  • Friendly, outgoing, and professional communication style
  • Genuine desire to help others by providing guidance and solutions
  • Strong verbal communication and relationship-building skills
  • Sales or customer service experience is helpful but not required

Qualifications

  • Laptop or desktop computer with a working camera
  • Insurance license required or willingness to obtain one
  • Basic computer skills
  • Must reside in North America including the United States or Canada
  • We do not hire candidates residing outside North America

Responsibilities

  • Contact provided leads to schedule virtual meetings with clients
  • Present benefit programs and assist clients with enrollment
  • Build and maintain strong client relationships
  • Work closely with your manager to set goals and achieve them