ZipRecruiter

Log In

1

Advisors Assistant Jobs (NOW HIRING)

Haselwood Auto Group

Service Advisors

Bremerton, WA · On-site

$45K - $180K/hr

Service Advisors assist in delivering remarkable experiences to our customers and are responsible for to provide intake, consultation and advice regarding service and maintenance to our customers.

Haselwood Auto Group

Service Advisors

Bremerton, WA · On-site

$45K - $180K/hr

Service Advisors assist in delivering remarkable experiences to our customers and are responsible for to provide intake, consultation and advice regarding service and maintenance to our customers.

Haselwood Auto Group

Service Advisors

Bremerton, WA

$45K - $180K/hr

Service Advisors assist in delivering remarkable experiences to our customers and are responsible for to provide intake, consultation and advice regarding service and maintenance to our customers.

Haselwood Auto Group

Service Advisors

Bremerton, WA · On-site

$45K - $180K/hr

Service Advisors assist in delivering remarkable experiences to our customers and are responsible for to provide intake, consultation and advice regarding service and maintenance to our customers.

Haselwood Auto Group

Service Advisors

Bremerton, WA · On-site

$45K - $180K/hr

Service Advisors assist in delivering remarkable experiences to our customers and are responsible for to provide intake, consultation and advice regarding service and maintenance to our customers.

Haselwood Auto Group

Service Advisors

Bremerton, WA · On-site

$45K - $180K/hr

Service Advisors assist in delivering remarkable experiences to our customers and are responsible for to provide intake, consultation and advice regarding service and maintenance to our customers.

Haselwood Auto Group

Service Advisors

Bremerton, WA · On-site

$45K - $180K/hr

Service Advisors assist in delivering remarkable experiences to our customers and are responsible for to provide intake, consultation and advice regarding service and maintenance to our customers.

Haselwood

Service Advisors

Bremerton, WA · On-site

Service Advisors assist in delivering remarkable experiences to our customers and are responsible for to provide intake, consultation and advice regarding service and maintenance to our customers.

Austin Bank

Financial Service Advisor

Spring, TX · On-site

Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics ...

Austin Bank

Financial Service Advisor

Spring, TX · On-site

Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics ...

next page

Showing results 1-20

All JobsAdvisors JobsAdvisors Assistant Jobs

Advisors Assistant information

What do advisor assistants do?

Advisor assistants support financial or academic advisors by managing schedules, preparing documents, and communicating with clients or students. They often handle administrative tasks, maintain records, and use software tools like spreadsheets or CRM systems. Strong organizational skills and attention to detail are essential for this role.

What is the difference between Advisors Assistant vs Financial Advisor?

AspectAdvisors AssistantFinancial Advisor
CredentialsTypically no required certifications, but may have administrative or financial certificationsRequires certifications like CFP, CFA, or Series 7
Work EnvironmentOffice setting, supporting financial advisorsClient-facing, providing financial planning and investment advice
Employer & IndustryFinancial firms, banks, investment companiesFinancial planning firms, banks, independent advisory firms
Search & Comparison IntentUnderstanding support roles in financeSeeking financial planning or investment advice careers

Advisors Assistants primarily support financial advisors with administrative tasks and client management, often without requiring advanced certifications. Financial Advisors, on the other hand, provide direct financial planning and investment advice, usually holding professional certifications. While Advisors Assistants work behind the scenes, Financial Advisors interact directly with clients to develop financial strategies.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level of income often requires years of experience, strong sales skills, and certifications such as the CFP or CFA, along with a focus on high-value financial planning and investment management.

How does an Advisors Assistant typically support financial advisors in managing client relationships?

As an Advisors Assistant, your primary responsibility is to streamline the daily workflow for financial advisors by handling administrative tasks, scheduling client meetings, preparing reports, and maintaining accurate client records. You'll often be the first point of contact for clients, addressing inquiries and ensuring that their documentation is complete and up to date. This role requires strong organizational skills and attention to detail, as well as the ability to collaborate effectively with both advisors and other support staff to deliver a seamless client experience. Over time, you can gain exposure to more complex client service tasks, which can lead to career advancement within the financial services industry.

What are the key skills and qualifications needed to thrive as an Advisors Assistant, and why are they important?

To thrive as an Advisors Assistant, you need strong organizational skills, attention to detail, and a background in administrative or financial services, often supported by a relevant associate degree or experience. Familiarity with customer relationship management (CRM) software, financial planning tools, and office productivity suites is typically required. Excellent communication, time management, and problem-solving abilities help you stand out in supporting both advisors and clients. These skills ensure efficient workflow, accurate data management, and high-quality client service in a fast-paced advisory environment.

Is it hard to become a FA?

Becoming an Advisors Assistant typically requires strong organizational skills, attention to detail, and familiarity with financial products or client service. While some roles may require relevant certifications or experience, the difficulty varies depending on the employer's requirements and the individual's background.

What are Advisors Assistants?

Advisors Assistants are administrative professionals who support financial advisors or other advisory professionals in managing client relationships, preparing documents, scheduling appointments, and handling various office tasks. They play a crucial role in ensuring that advisors can focus on providing high-quality advice to clients by taking care of organizational and operational responsibilities. Their duties may also include maintaining client records, preparing reports, and communicating with clients to address routine inquiries. Advisors Assistants help keep the workflow efficient and the client experience smooth.

Do advisors get paid well?

Advisors assistants typically earn a moderate salary that varies based on experience, location, and the industry they work in. Entry-level positions may start lower, but with experience and additional certifications, pay can increase. Overall, compensation is generally considered fair for supporting advisory roles and client interactions.
What cities are hiring for Advisors Assistant jobs? Cities with the most Advisors Assistant job openings:
What states have the most Advisors Assistant jobs? States with the most job openings for Advisors Assistant jobs include:
Advisors Assistant jobs near you

Financial Advisor Assistant

FAMILY FINANCIAL ADVISORS INC

Fruitland Park, FL • On-site

$45K - $55K/yr

Full-time

Posted 12 days ago

Job description

Job Summary
We are seeking a Financial Advisor Assistant (Servicing Advisor) to join our team. In this role, you will field inbound calls, generate analyses, prepare annual review fee billing, and update financial plans for client meetings. Prepare, process, and review new account paperwork, money transfers, and other service requests via paper or DocuSign software. Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail. Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with an industry license (Series 6) with a minimum of one to three years of industry experience assisting a Financial Advisor is mandatory. Must dress and act professionally with strong communication skills. 

Responsibilities
  •  Client Relationship Management: Act as the primary point of contact for routine client inquiries, initiate account withdrawals, update account beneficiaries, change bank ACH deposit instructions, and handle other day-to-day service requests. 
  • Track Trade Execution & Account Maintenance: Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the senior advisor.
  • New Account Openings & Depositing Funds To Existing Accounts: Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document preparation while complying with a myriad of compliance rules.
  • Updating Financial Plans For Annual Review Or Initial Preparation: Analyze client data, run financial planning software (like eMoney or Retire-Up), and assist the creation of comprehensive financial, tax, beneficiary, and cash flow analyses.
  • Meeting Preparation & Follow-up: Prepare analyses accommodating client meeting agendas and draft post-meeting summaries and action items.
  • Compliance & Documentation: Ensure all client interactions, trade tickets, and financial files meet industry compliance and regulatory standards.
  • Compliance & Research: Ensure all documentation aligns with regulatory standards (e.g., SEC/FINRA) and assist the advisor with basic financial analysis and investment research to maintain the firm's investment shelf.
  • Embrace a willingness to learn and grow as a professional through continuing education, online seminars, and other training opportunities.
Qualifications
  • Bachelor’s degree in finance, accounting, or a related field preferred
  • Previous experience assisting a Financial Advisor 
  • Current certificate of qualifications preferred but not mandatory
  • Ability to explain complex financial information in simple terms
  • Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software