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Executive Assistant To Financial Advisor Jobs (NOW HIRING)

Viant Technology

Sr. Executive Assistant

Irvine, CA · Hybrid

$90K - $100K/yr

This role is ideal for an experienced executive assistant who thrives in a fast-paced public ... As a strategic partner to Finance and Legal leadership, you'll play a critical role in keeping ...

Naoris Quantum Protocol

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Executive Assistant to C-Level Executives

Miami, FL · On-site

Advisor to multi-billion-dollar businesses and nation- state projects in cyber espionage, cyber war ... financial services, healthcare, and critical infrastructure. With a strong ARR trajectory and a ...

Wintersteen Casarez

Executive Assistant

Sacramento, CA · Hybrid

Liaise with accountants, financial advisors, and other professionals to ensure accurate financial ... The Executive Assistant may be required to work at the Executive Partner's personal home, at the ...

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Lottery.com

Executive Assistant to President

Austin, TX · On-site

$65K - $85K/yr

UNLIMITED VACATION DAYS We are looking for an Executive Assistant to support the President of the company. This person will contribute to his efficiency by providing personalized and timely support.

Brady

Executive Assistant

Milwaukee, WI · On-site

Brady Corporation is seeking a high-caliber Executive Assistant to provide comprehensive ... Partner with leaders to gather business metrics, financial updates, and operational data. Turn that ...

Brady Corporation

Executive Assistant

Milwaukee, WI · On-site

Brady Corporation is seeking a high-caliber Executive Assistant to provide comprehensive ... Partner with leaders to gather business metrics, financial updates, and operational data. Turn that ...

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All JobsTo Financial Advisor JobsExecutive Assistant To Financial Advisor Jobs

Executive Assistant To Financial Advisor information

See salary details

$30K

$64.5K

$102.5K

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

As of Aug 10, 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 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.

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.
More about Executive Assistant To Financial Advisor jobs
What cities are hiring for Executive Assistant To Financial Advisor jobs? 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 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution, with an average salary of $64,456 per year, or $31 per hour.

Executive Assistant to the Chief Financial Officer (CFO)

Mile Bluff Medical Center

Mauston, WI • On-site

Full-time

Posted 15 days ago

Mile Bluff Medical Center rating

6.7

Company rating: 6.7 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

638th of 1,055 rated hospitals

Job description

General Information:Job title: Executive Assistant to the Chief Financial Officer (CFO)Schedule: 80 hours per pay period; Monday - Friday - 8:00am to 4:30pmWeekend Requirement: No weekendsHoliday Requirement: Paid holidaysPosition Summary:The Executive Assistant to the CFO serves as a key liaison between the CFO and executive leadership, department directors, board members, auditors, consultants, and external agencies. The Executive Assistant provides high-level administrative support by managing sensitive financial, legal and personnel information. This position assists with financial reporting activities, supports strategic initiatives, prepares presentations, maintains contract database program, performs general clerical duties, and provides administrative support for the areas under the CFO's oversight.Position Responsibilities:Manage the CFO's calendar, meetings, travel arrangements, and daily schedule.Prioritize and coordinate appointments, deadlines, and projects.Assist with the preparation of correspondence, reports, presentations, and meeting materials.Screen and direct incoming communications on behalf of the CFO.Maintain confidential records and sensitive financial information.Assist CFO with maintaining and distributing reports, spreadsheets, and presentations for leadership and the Board of Directors.Assist CFO with insurance renewals, contract renewals, and other recurring functions.Schedule Finance Committee and other committee meetings, assist with preparing agendas, meeting packets, minutes, and other support documentation. Maintain finance committee and other governance documents.Manage iContract program and maintain MBMC contract database and files.Support strategic initiatives and special projects assigned by the CFO. Monitor project timelines and assist with implementation activities. Maintain project documentation and status reports.Coordinate meetings and communications among internal and external stakeholders. Track follow-up items and action plans resulting from meetings.Help with the development of and maintenance of departmental policies, procedures, and administrative files.Performs general office duties to include ordering supplies.Collaborate with other C-Suite Assistants to ensure administrative needs are met.Perform other duties as requested.Position Requirements:Associate degree in Business Administration, Accounting, Healthcare Administration, or 2+ years of related financial work experience required.Proficiency in Microsoft 365 (Outlook, SharePoint, Word, Excel, PowerPoint, etc.) required.Experience working in the medical industry is preferred.Secretarial coursework preferred.Perform duties of Notary.Knowledge, Skills, & AbilitiesStrong understanding of administrative and office management practices.Advanced proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.Ability to prepare professional reports, presentations, and meeting materials.Excellent organizational, time management, and project coordination skills.Strong written and verbal communication abilities.Ability to manage highly confidential information with discretion.Ability to work independently and prioritize multiple responsibilities.Knowledge of hospital finance and budgeting preferred.Why Mile Bluff Medical Center?Mile Bluff Medical Center is a place where people come first. Our team is comprised of caring, patient-centered professionals serving pediatric through geriatric populations in our rural community. Our not-for-profit organization prides itself on providing state-of-the-art healthcare services, a positive work environment, and a team where employees feel valued and supported. Mile Bluff is an independent organization that offers competitive wages, great benefits and the opportunity for growth. Mile Bluff makes decisions for its employees and patients locally without relying on a large health system in another community.
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