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Advisors Assistant Jobs (NOW HIRING)

Bomnin Automotive Group

Service Porter

Miami, FL · On-site

$14.25 - $17.25/hr

Support Service Advisors: Assist service advisors by checking in customer vehicles and creating repair orders. Maintain organized records of vehicles checked in and out of the service department.

Bomnin Automotive Group

Service Porter

Homestead, FL · On-site

$13.75 - $16.50/hr

Support Service Advisors: Assist service advisors by checking in customer vehicles and creating repair orders. Maintain organized records of vehicles checked in and out of the service department.

Ashwood Advisors, LLC

Be Seen First

Financial Assistant

Medfield, MA · On-site

$28K - $40K/yr

Help advisor prepare for client meetings. * Anticipate advisor needs and handle them proactively ... Prepare and send outgoing mail. * Assist advisor with marketing efforts, such as following up with ...

Bomnin Automotive Group

Service Porter

Miami, FL · On-site

$14.25 - $17.25/hr

Support Service Advisors: Assist service advisors by checking in customer vehicles and creating repair orders. Maintain organized records of vehicles checked in and out of the service department.

Bomnin Automotive Group

Service Porter

Miami, FL · On-site

$14.25 - $17.25/hr

Support Service Advisors: * Assist service advisors by checking in customer vehicles and creating repair orders. * Maintain organized records of vehicles checked in and out of the service department.

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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
Advisor Marketing Assistant 1

Advisor Marketing Assistant 1

PlanMember Financial Corporation

Carpinteria, CA • On-site

$55K - $57K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 hours ago

Job description

Job CodeAdvisor Marketing Assistant
FLSA StatusNonexempt
DeptMarketing
Reports toAVP, Marketing
Company Profile
Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors as well as employees of education, nonprofits, governmental and private sector organizations. PlanMember has been a top-ranked fee-based broker dealer since 2004 and top-ten ranked for new retirement plans added and K-12 retirement plans.
With a mission of making a positive difference for our Partners, Members and Employees, PlanMember provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team.
Location
Location Information: On-Site at our Carpinteria, CA Headquarters
Wage Band
Salary Range:
Starting salary is typically between $55,000 and $57,000 annually, however, it is ultimately determined by the scope of the position the candidate's relevant experience, and internal equity. In addition to the base salary, a generous benefits plan includes medical, dental, vision, 401(k) company match, PTO plan, and much more.
Job Summary
As a Marketing Assistant, you will be serving an important and distinct role within PlanMember's Marketing team. This position is designed to be an entry level role leading into the Marketing Coordinator role. You will be supporting the Marketing team and providing quality assurance and procedural support.
This is an ideal position for someone interested in growing their marketing knowledge AND has a passion for the financial industry. You will have the opportunity to learn from experienced staff, take on new projects and learn a variety of systems.
PlanMember's proprietary marketing solutions span multiple mediums and channels, supporting the needs of our independent financial advisor partners. The Marketing Assistant will help coordinate various tasks essential to supporting advisors with their marketing needs. Regular duties include tracking, routing and processing templated marketing material, coordinating the monthly winners circle communication, interacting with third party administrators, and providing support to the Marketing Coordinators.
This role reports directly to the AVP of Marketing, providing additional support to the FVP of Marketing, the marketing team, internal clients, and select advisors working in the field.
Major Duties and Responsibilities
  • Track and route all customized business development marketing campaign material for individual advisors, FC advisors and strategic distribution groups
  • Track and coordinate all one-off material in coordination with the associated advisor/financial center
  • QA and make recommendations on campaign material
  • Process monthly Winners Circle for top performing advisors
  • Work with TPAs to direct clients to the appropriate advisor based on employer
  • Assist in coordinating and planning business development marketing campaigns
  • Post updates to NewsConnect, PlanMember's internal system to notify advisors of department related updates and new material. Assist other departments in their efforts to post.
  • Administer and fulfill state educational and nonprofit associations conferences for FCs, including coordination of exhibition, speaking proposal submission, attendees pre and post physical/digital mailings and marketing materials
  • Maintain database of all PlanMember advisors
  • Assist Marketing Coordinators in creating marketing materials
  • Coordinate the PlanMember promo store, review/recommend new material and designs
  • Assist with various other activities as needed in support of PlanMember's marketing team

Business Continuity
Essential Job Function: This is NOT an Essential Job Function "Essential Staff" position.
Competencies Required
  • Customer-centric focus
  • Clear communication and active listening
  • Inquisitive information seeking: Exhibit curiosity and a commitment to understanding.
  • Quality assurance: Attention to details and process accuracy.
  • Analytical thinking: Understanding the interdependence of different parts within the system.
  • Effective time management: Ability to meet established deadlines.
  • Resilience: Quickly recover from setbacks and learn from mistakes.
  • Collaborative team building: Work seamlessly in a team environment, fostering collaboration.
  • Accountability: Take ownership of projects from initiation to completion.

Qualification StandardsEducation, Licenses, Work Experience, Etc.
  • B.A. or B.S preferred
  • Experience with marketing, communication and/or psychology emphasis a plus
  • Some prior experience in a business environment is preferred.
  • Familiarity with DreamWeaver and Marketo: Preferred experience with these tools, showcasing additional skills in web development and marketing automation
  • Proficient in Microsoft Office Suite: Excel, Word, and PowerPoint.
  • A strong interest in the financial industry
  • Financial services and/or retirement planning experience preferred from outside or through Service Center

Licenses and/or Certifications Required
Not Applicable
Position Information: This is a position that is located in our Headquarters in Carpinteria, CA with hours from 8:00a.m.-5:00p.m. Pacific
EEOC
PlanMember Financial Corporation is an Equal Opportunity Employer. PlanMember does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

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