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Commission Finance Advisor Assistant Jobs (NOW HIRING)

Avery Partners

Financial Advisor Assistant

Atlanta, GA · On-site

$70K - $75K/yr

Avery Partners is seeking an experienced, motivated Assistant / Client Financial Advisor to join their team. This is an excellent opportunity for someone who wants to be more than an administrative ...

Financial Services Firm

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Financial Advisor Assistant

Lynbrook, NY · On-site

$50K - $80K/yr

Because our practice is growing, we are looking for a dedicated Financial Advisor Assistant to join our close-knit team. Why You'll Love Working Here * Reclaim Your Time: Work locally in Lynbrook.

Integrated Wealth Management Group

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Financial Advisor Assistant

Port Saint Lucie, FL · On-site

$37K - $60K/yr

... Assistant to join our financial advisory office. This individual will play an important role in supporting our advisors and staff while helping provide an exceptional experience for our clients. The ...

Corebridgefinancial

Advisor Assistant

Tampa, FL · On-site +1

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor and client needs. * Assist with the preparation, processing, and tracking of client ...

Corebridge Financial

Advisor Assistant

Houston, TX · On-site

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor. * Respond to client requests for forms or marketing literature. * Assist with processing ...

Corebridgefinancial

Advisor Assistant

Tampa, FL · On-site +1

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor and client needs. * Assist with the preparation, processing, and tracking of client ...

Corebridgefinancial

Advisor Assistant

Houston, TX · On-site +1

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor and client needs. * Assist with the preparation, processing, and tracking of client ...

Rafih Auto Group

FINANCE ADVISOR

Shelby Township, MI · On-site

$80K - $100K/yr

The Finance Manager plays a vital role in the process of purchasing a vehicle ... The ideal candidate will assist the customer in getting financed while staying in compliance with ...

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Commission Finance Advisor Assistant information

See salary details

$28.5K

$54.2K

$91K

How much do commission finance advisor assistant jobs pay per year?

As of Sep 13, 2026, the average yearly pay for commission finance 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 is the difference between Commission Finance Advisor Assistant vs Financial Advisor Assistant?

AspectCommission Finance Advisor AssistantFinancial Advisor Assistant
CertificationsMay require FINRA licenses, Series 6/7Often requires similar licenses or certifications
Work EnvironmentFinancial firms, brokerage housesFinancial firms, banks, advisory firms
Job RoleSupports commission-based advisors, handles client info, administrative tasksSupports financial advisors, manages client records, scheduling

The Commission Finance Advisor Assistant and Financial Advisor Assistant roles share many similarities, including certifications and work environments. The main difference lies in their focus: the Commission Finance Advisor Assistant primarily supports commission-based advisors, often in brokerage settings, while the Financial Advisor Assistant may work with a broader range of financial advisors. Both roles require strong organizational skills and relevant licenses, making them closely related in the financial industry.

What cities are hiring for Commission Finance Advisor Assistant jobs?

Cities with the most Commission Finance Advisor Assistant job openings:

What states have the most Commission Finance Advisor Assistant jobs?

States with the most job openings for Commission Finance Advisor Assistant jobs include:

What are popular job titles related to Commission Finance Advisor Assistant jobs?

For Commission Finance Advisor Assistant jobs, the most frequently searched job titles are:

Commission Finance Advisor Assistant jobs near you
Infographic showing various Commission Finance Advisor Assistant job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Financial Advisor Assistant

Fruitland Park, FL • On-site

FAMILY FINANCIAL ADVISORS INC
See more jobs at FAMILY FINANCIAL ADVISORS INCexternal

$45K - $55K/yr

Full-time

Re-posted 18 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