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Director Finance Advisor Assistant Jobs (NOW HIRING)

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 ... Industry Experience: Minimum 2+ years of direct administrative experience within a financial ...

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 ...

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 ...

Amat

Senior Director, Finance

Santa Clara, CA · Hybrid

$192K - $264K/yr

Serve as a trusted finance advisor to senior leadership across different US lab infrastructure ... Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor.

Applied Materials

Senior Director, Finance

Santa Clara, CA · Hybrid

$192K - $264K/yr

Key Responsibilities Strategic Business Partnership Serve as a trusted finance advisor to senior ... Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor ...

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Director Finance Advisor Assistant information

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$38.5K

$105.9K

$158.5K

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

As of Sep 12, 2026, the average yearly pay for director finance advisor assistant in the United States is $105,903.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,500.00 and $122,500.00 per year, depending on experience, location, and employer.

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Director Finance Advisor Assistant jobs near you
Infographic showing various Director Finance Advisor Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $105,903 per year, or $50.9 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