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Director Finance Advisor Assistant Jobs (NOW HIRING)

CFS

Finance Director

Chicago, IL · On-site

$90K - $110K/yr

The incumbent will also supervise all staff on financial matters and assist the executive director and staff in creating new revenue streams. This is an exempt position. Essential Functions ...

CFS

Finance Director

Chicago, IL · Hybrid

$90K - $110K/yr

The incumbent will also supervise all staff on financial matters and assist the executive director and staff in creating new revenue streams. This is an exempt position. Essential Functions ...

AccorHotel

Assistant Director, Finance

Austin, TX · On-site

Discover the life that awaits you at Accor, visit Do what you love, care for the world, dare to challenge the status quo! #BELIMITLESS The Assistant Director, Finance & Business Support provides ...

AccorHotel

Assistant Director, Finance

Austin, TX · On-site

Discover the life that awaits you at Accor, visit Do what you love, care for the world, dare to challenge the status quo! #BELIMITLESS The Assistant Director, Finance & Business Support provides ...

Sonova Group

The position acts as a trusted advisor to senior leadership, providing actionable insights and ... Director of Retail North America * Provide financial perspective on business strategy, planning ...

J.F. Shea Family of Companies

$105K - $110K/yr

The Assistant Director of Finance has key leadership responsibility in overseeing accounting and financial activities to include, but not limited to, safeguarding of assets and preparation of ...

Marriott International

Director, Finance

Cincinnati, OH · On-site

$125K - $131K/yr

As Director of Finance, you will be a trusted strategic partner to the General Manager and hotel ... Advise the General Manager and leadership team on financial performance, profitability, and ...

Franchise Location

Director, Finance

Cincinnati, OH · On-site

As Director of Finance, you will be a trusted strategic partner to the General Manager and hotel ... Advise the General Manager and leadership team on financial performance, profitability, and ...

James Hardie

Dir Finance

Chicago, IL

Summary The Finance Director - Exteriors Segment owns forward-looking strategic finance partnership ... Act as a forceful, trusted advisor and financial thought leader to the Commercial Finance ...

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Director Finance Advisor Assistant information

See salary details

$38.5K

$105.9K

$158.5K

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

As of Sep 14, 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.

What cities are hiring for Director Finance Advisor Assistant jobs?

Cities with the most Director Finance Advisor Assistant job openings:

What states have the most Director Finance Advisor Assistant jobs?

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

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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

Glenwood Springs, CO • On-site

Pinnacle Bank/Bank of Colorado
See more jobs at Pinnacle Bank/Bank of Coloradoexternal

Full-time

Re-posted 9 days ago

Job description

Description
GENERAL SUMMARY:
The Financial Advisor serves as a key member of a collaborative advisory team, working closely with a Lead Financial Advisor and Registered Assistant to deliver an exceptional client experience. This role supports all aspects of client service, financial planning preparation, operational workflow, and team-based business development.
 
RESPONSIBILITIES AND DUTIES:
  • Act as a primary point of contact for clients in partnership with the Lead Financial Advisor and Registered Assistant.
  • Support delivery of comprehensive financial planning by preparing plan components, running reports, and gathering client data.
  • Provide timely follow-up on client needs, service requests, and meeting action items.
  • Participate in client meetings with the Lead Advisor, assist with meeting prep, and document outcomes.
  • Work closely with the Lead Advisor and Registered Assistant to maintain a smooth, efficient, and client-focused team environment.
  • Coordinate internal processes, maintain task tracking, and ensure the team is aligned on deadlines and client priorities.
  • Contribute ideas for team improvements, client engagement strategies, and operational efficiencies.
  • Open new accounts and manage updates, paperwork, transfers, money movements, and document retention.
  • Execute trades and rebalance portfolios under the direction of the Lead Financial Advisor.
  • Ensure all workflows meet compliance standards and regulatory requirements.
  • Assist the Lead Advisor with prospecting activities, follow-up, and preparation of proposal materials.
  • Support team marketing efforts, client communications, and outbound engagement.
  • Identify opportunities for cross-selling additional bank and investment services based on client needs.
  • Regularly exercising independent judgement and discretion over matters of significance. 
  • Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. 
  • Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. Therefore, this position cannot be primarily performed remotely.

 
KNOWLEDGE, SKILL, AND ABILITIES:
  • Strong understanding of investment products, financial planning concepts, and advisory workflows.
  • Excellent communication and relationship-building skills with clients and internal team members.
  • High attention to detail, strong follow-through, ability to manage multiple tasks.
  • Professionalism, confidentiality, and adaptability in a team-driven culture.
  • Proficiency with Microsoft Word, Excel, and ability to learn new software quickly.

 
EDUCATION AND EXPERIENCE:
  • Bachelor’s Degree
  • Series 7/66 Securities License.
  • Prefer 2-3 years experience in financial planning or related experience.
  
PHYSICAL REQUIREMENTS:
 
NOTE:  The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More DetailsSeries 7/66 license and 3-5 years' experience