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Executive Assistant To Financial Advisor Jobs (NOW HIRING)

WEALTH LOGIC INC

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Executive Assistant

Plymouth, MN · On-site

$45K - $60K/yr

Financial advisor seeking fulltime Executive Assistant to aid in the operations of a financial services practice. Responsibilities: · Facilitate meeting reservations and reminders · Prepare client ...

AA2IT

Executive Assistant To President

Pottersville, NY · On-site

$30 - $35/hr

Admin Associate/Executive Assistant (C-Suite) Pay Rate: $30-35 Hourly Hours: M-F | 8-5 (flexible) Location: 1290 Ave of America, New York NY The HM is seeking an experienced Executive Assistant to ...

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Executive Assistant To Financial Advisor information

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$30K

$64.5K

$102.5K

How much do executive assistant to financial advisor jobs pay per year?

As of Aug 30, 2026, the average yearly pay for executive assistant to financial advisor in the United States is $64,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $75,000.00 per year, depending on experience, location, and employer.

What does an executive assistant to financial advisor do?

An Executive Assistant to a Financial Advisor provides high-level administrative support to financial advisors or wealth managers. Their responsibilities typically include managing schedules, organizing meetings, handling client communications, preparing financial documents, and ensuring smooth daily operations. They often serve as a liaison between clients and the advisor, helping to maintain client relationships and confidentiality. Attention to detail, organization, and discretion are essential skills for this role.

How does an executive assistant to financial advisor support client relationship management, and what challenges may arise?

An Executive Assistant to a Financial Advisor often plays a key role in maintaining and enhancing client relationships by managing communications, scheduling review meetings, and ensuring client inquiries are addressed promptly and professionally. Challenges may include balancing the needs of multiple high-priority clients, maintaining confidentiality, and adapting to the advisor’s workflow preferences. Successful EAs develop strong organizational skills and proactive communication habits to anticipate client needs and ensure a seamless client experience for both the advisor and their clients.

What are the key skills and qualifications needed to thrive as an executive assistant to financial advisor, and why are they important?

To thrive as an Executive Assistant to a Financial Advisor, you need strong organizational skills, attention to detail, and proficiency in office administration, often supported by experience in finance or business environments. Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is typically required. Excellent communication, discretion, and multitasking abilities are vital soft skills for managing confidential information and high-level client interactions. These competencies ensure seamless office operations, effective client support, and help the financial advisor focus on strategic priorities.

What is the difference between Executive Assistant To Financial Advisor vs Administrative Assistant To Financial Advisor?

AspectExecutive Assistant To Financial AdvisorAdministrative Assistant To Financial Advisor
CredentialsTypically requires experience in finance, possibly certifications like CFP or Series 7Usually no specific financial certifications required
Work EnvironmentHigh-level, client-facing, often involved in financial planning tasksGeneral office support, administrative tasks
Employer & Industry UsageFinancial firms, wealth management firms, financial advisory practicesFinancial firms, small offices, administrative support roles
Search & Comparison IntentUnderstanding roles supporting financial advisors with specialized tasksGeneral administrative support for financial advisors

The main difference is that an Executive Assistant To Financial Advisor often handles more specialized, client-facing, and financial-related tasks, sometimes requiring financial knowledge or certifications. An Administrative Assistant To Financial Advisor typically performs general administrative duties without specific financial expertise. The executive role involves higher responsibility and closer collaboration with clients and financial planning activities.

Where to go after being an executive assistant to a financial advisor?

An executive assistant to a financial advisor can transition into roles such as financial analyst, office manager, or client services manager, leveraging skills in organization, communication, and financial tools. Gaining certifications like the CFP or CFA can also open pathways into financial planning or advisory roles.
More about Executive Assistant To Financial Advisor jobs

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Cities with the most Executive Assistant To Financial Advisor job openings:

What states have the most Executive Assistant To Financial Advisor jobs?

States with the most job openings for Executive Assistant To Financial Advisor jobs include:

What job categories do people searching Executive Assistant To Financial Advisor jobs look for?

The top searched job categories for Executive Assistant To Financial Advisor jobs are:

Executive Assistant To Financial Advisor jobs near you
Infographic showing various Executive Assistant To Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 100% In-person job distribution, with an average salary of $64,456 per year, or $31 per hour.

Assistant to Financial Advisor

Cathay Bank

San Gabriel, CA • On-site

$21.63 - $25/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

Job description

People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office.
ESSENTIAL FUNCTIONS
  • Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
  • Manage Financial Advisor's calendar and schedule appointments.
  • Arrange customer seminars and branch employee training.
  • Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.
  • Prepare requested reports.
  • Process documents, open client account, and upload to Smartworks Docupace.
  • Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database.
  • Establish and maintain customer files.
  • Help Financial Advisor prepare for auditing.

QUALIFICATIONS
  • Education: College degree with business classes preferred but not mandatory.
  • Experience: 2-5 years of applicable administrative experience required.
  • Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.

OTHER DETAILS
Without License: $20.00 - $21.63 / hour
With License: $21.63 - $25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
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Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make www.CathayBank.comaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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