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Advisor Assistant Jobs (NOW HIRING)

Service Advisor Assistant

Fayetteville, AR · On-site

$14.50 - $19.25/hr

The Service Advisor Assistant will play a key role in helping streamline the service process, managing customer communications, and assisting with administrative tasks, all while contributing to a ...

OR · Hybrid

$55K/yr

The Advisor Assist Financial Professional is a key member of Equitable's centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial ...

The Client Services Assistant ensures this vision by supporting Investment Executives and the overall Wealth Management Program. This includes building relationships with new and existing customers ...

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Advisor Assistant information

See salary details

$28.5K

$54.2K

$91K

How much do advisor assistant jobs pay per year?

As of Jun 11, 2026, the average yearly pay for advisor assistant in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.

What are some typical daily tasks and team interactions for an Advisor Assistant?

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 Advisor Assistants?

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, and why are they important?

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.
More about Advisor Assistant jobs
What cities are hiring for Advisor Assistant jobs? Cities with the most Advisor Assistant job openings:
What are the most commonly searched types of Advisor jobs? The most popular types of Advisor jobs are:
What states have the most Advisor Assistant jobs? States with the most job openings for Advisor Assistant jobs include:
Infographic showing various Advisor Assistant job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 3% As Needed, 42% Full Time, 47% Part Time, 2% Temporary, and 5% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.
Academic Advisor, Assistant Professor

Academic Advisor, Assistant Professor

Ferris State University

Big Rapids, MI

$50K - $55K/yr

Other

Medical, PTO

Posted 9 days ago


Ferris State University rating

5.7

Company rating: 5.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

500th of 535 rated colleges and universities


Job description

Academic Advisor, Assistant Professor

Apply now Job no: 497692
Work type: Faculty - Temporary & Continuing
Location: Big Rapids, MI 49307
Categories: Faculty

Position Title: Academic Advisor, Assistant Professor   Location: Big Rapids (Main Campus)   Department:

43000 - University College

  Advertised Salary: $50,000 - $55,000; Salary commensurate with education, experiences, and other requirements.   Benefits:

Comprehensive benefit package (health care, vacation, etc.). Please see the following link for a list of benefits offered with this position.

Faculty Health Benefit Plans

  FLSA: Exempt   Temporary/Continuing:  Continuing   Part-Time/Full-Time: Full-Time   Union Group: Ferris Faculty Association (MEA-NEA)   Term of Position: 12 Month   At Will/Just Cause: Just Cause   Summary of Position: The Academic Advisor, Assistant Ranking will provide academic advising within the School of Education in the College of Arts, Sciences and Education, including assisting students with the development of academic plans and course schedules, advising on academic program changes, and meeting with prospective students and their families.
Other duties include, but are not limited to, assisting with summer orientation and registration, responding to inquiries regarding programs, and maintaining timely communication with students.
The anticipated start date of this position is May 2026. However, this is an estimated date and can be revised if needed   Position Type: Faculty - Temporary & Continuing   Required Education: Master's Degree from an accredited college or university in a related field.   Required Work Experience: At least one year of relevant experience, preferably in a higher education setting with student support assignment.   Required Licenses and Certifications:     Physical Demands:
  • Office Environment
  • Moving
  • Sitting
  Additional Education/Experiences to be Considered:     Essential Duties/Responsibilities: - Provide academic advising, which includes assisting students in the development of
academic plans and course schedules, advising on academic program changes, and
meeting with prospective students and their families.
- Demonstrate understanding of academic program planning and application of advising
theory with related experience.
- Maintain individual student records as appropriate, updating and evaluating as new
information is received.
- Consistently review student records to verify that progress is being made toward degree
completion and provides outreach and support to students on probationary status.
- Provide timely answers to student inquiries and assist students in the selection of
appropriate courses and concentrations in terms of students' stated preferences.
- Regularly assist students in identifying curricular and scheduling issues that may affect
their time to degree.
- Prepare accurate summaries and reports as requested.
- Maintain confidentiality of information and performs duties in compliance with applicable
laws, policies, and procedures related to primary and college/department specific
responsibilities.
- Provide dependable year-round specialized academic advising for specified students.
- When applicable, demonstrate satisfactory instruction to students in assigned courses.
- Cultivates an environment of belonging that values, respects, supports, and celebrates individual similarities and differences, allowing students, faculty and staff to thrive authentically.
- Support, promote, and develop university student enrollment and retention initiatives.
- Any other duties assigned within the position classification area.   Marginal Duties/Responsibilities: - Participate in scholarly and professional development activities related to student
advising, retention, and student success.
- Active membership in professional organizations.
- Communicate effectively with faculty, department chairs/heads, lead advisors, program
coordinators, department leadership, and dean's office personnel to ensure that accurate
data and information is provided to students.
- Participate in University, College, and/or departmental committees.
- Actively participate in registration activities (e.g. summer orientation, pre-registration,
late registration, etc.)
- Prepare communication in support of advising activities and initiatives.
- Provide information and referrals regarding University policies, additional resources,
programs, and services that will support student success.
- Knowledge of academic standards governing student probation, suspension and/or
expulsion.
- Knowledge of student persistence and completion issues.
- Additional hours in the evenings or weekends may be required as necessary to meet the
needs of students and the university   Skills and Abilities: Communicate effectively, both orally and in writing.
-Ability to recognize and refer students to appropriate University and community
resources.
- Create and update student records.
- Gather data, compile information, and prepare reports.
- Maintain calendars and scheduled appointments.
- Use independent judgement and to manage confidential information.
- Work independently to meet deadlines and timelines.
- Analyze and solve problems related to professional responsibilities.
- Review and understand course prerequisites, program course requirements and
graduation requirements.
- Review student transcripts and/or records for advising purposes.
- Demonstrated successful experience working directly with people from diverse backgrounds, including cultural, educational, socioeconomic, and life experiences.   Required Documents:
  • Cover Letter
  • Resume
  • Unofficial Transcript 1
  Optional Documents:     Special Instructions to Applicants: Unofficial Transcript 1 (REQUIRED): Applicants must attach a copy of unofficial transcript of Master's degree. Transcript must include institution name, applicant name, date degree attained, degree awarded. Finalist will be required to submit an official transcript.   Initial Application Review Date:
April 20, 2026   Open Until Position is Filled?: Yes   Posting Close Date:
    EEO Statement: Ferris State University, an Affirmative Action/Equal Opportunity employer, is committed to enhancing equity, inclusion, and diversity within its community. Ferris offers employment opportunities to qualified candidates seeking careers in a student-focused environment that values opportunity, collaboration, diversity and educational excellence.  Learn more about the Ferris Mission and community at ferris.edu. The University actively seeks applications from women, minorities, individuals with disabilities, veterans, and other underrepresented groups. For more information on the University's Policy on Non-Discrimination, visit: Ferris Non-Discrimination Statement.     Click here to learn more about working at FSU and KCAD.        

Advertised: 03 Apr 2026 Eastern Daylight Time
Applications close:

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