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Advisor Assistant Jobs in Wayne, NJ (NOW HIRING)

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base ... Maintain client confidentiality and assist in identifying potentially fraudulent activity. Key ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Company ... Maintain client confidentiality and assist in identifying potentially fraudulent activity. Key ...

Cerity Partners

Wealth Planner

New York, NY · On-site

$110K - $120K/yr

Alongside the Wealth Advisor, the Wealth Planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The Wealth Planner will also assist with ...

Ceritypartners

Wealth Planner

New York, NY · On-site

$110K - $120K/yr

Alongside the Wealth Advisor, the Wealth Planner will develop individualized financial plans and recommendations to help clients meet their financial goals.The Wealth Planner will also assist with ...

Equitable Advisors

Be Seen First

Wealth Management Advisor (Entry-Level Training Provided)

New York, NY · On-site

$34K - $125K/yr (+ commission)

Benefit from the training and guidance of a local Vice President who will assist you throughout ... Equitable Advisors is committed to making a difference in the lives of its people and their ...

Touro University

Academic Advisor

Manhattan, NY

$54K - $68K/yr

Report the disposition of Academic Alert forms to the Administrative Assistant and other relevant ... Student Advising: * Advise students on selecting and determining their academic goals and link ...

Touro University New York

Academic Advisor

New York, NY · On-site

$68K/yr

Report the disposition of Academic Alert forms to the Administrative Assistant and other relevant ... Student Advising: * Advise students on selecting and determining their academic goals and link ...

Touro University New York

Academic Advisor

Manhattan, NY · On-site

$68K/yr

Report the disposition of Academic Alert forms to the Administrative Assistant and other relevant ... Student Advising: * Advise students on selecting and determining their academic goals and link ...

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Showing results 21-40

All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Wayne, NJ

Advisor Assistant information

See Wayne, NJ salary details

$28.3K

$53.8K

$90.3K

How much do advisor assistant jobs pay per year?

As of Sep 1, 2026, the average yearly pay for advisor assistant in Wayne, NJ is $53,798.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,700.00 and $62,500.00 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 Wayne, NJ?

The most popular types of Advisor jobs in Wayne, NJ are:

What cities near Wayne, NJ are hiring for Advisor Assistant jobs?

Cities near Wayne, NJ with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Wayne, NJ as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $53,798 per year, or $25.9 per hour.

Advisor Consultant Associate

Neuberger Berman Group LLC

New York, NY • On-site

$75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Summary
Reporting to the National Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultants (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within the Pacific Northwest and Heartland regions.
Responsibilities
  • Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income, alternative, and private equity products to advisors across regional and independent advisor firms
  • Make outbound calls focusing on prospecting, uncovering, and closing sales opportunities, providing product updates, setting up sales appointments, and following up on client service
  • Act as a resource to advisors by developing and maintaining strong knowledge of Neuberger Berman products, the industry, the competition, our clients, and their firms
  • Develop a strategy with external wholesalers to maximize territory coverage; develop and maintain relationships with key advisors Assist with territory and firm-wide marketing and sales campaigns
  • Assist in analyzing territory sales, marketing, and product data to determine opportunities
  • Respond to inbound sales inquiries, literature requests, and service issues
  • Act as a liaison between the sales force and the operations department to resolve client issues and problems
  • Maintain the contact relationship management database (Salesforce) to effectively manage the territory
  • Some limited travel may be required

Qualifications
  • Prior experience in sales within financial services industry is preferred
  • Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment
  • Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process
  • Must be a "self-starter" that can meet activity/production quotas.
  • Bachelor's Degree required, ideally in business administration, marketing, or finance
  • Series 7 & 63/65 or 66 licenses required (or obtained within 6 months of hire)

#LI-JG3
#LI-Hybrid
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $75,000-. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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