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Finance Advisor Assistant Jobs (NOW HIRING)

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Financial Advisor Assistant

Lynbrook, NY · On-site

$50K - $80K/yr

  • PTO

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.

Urgent

Corebridge Financial

Advisor Assistant

Shreveport, LA · On-site

$22.84/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Corebridge Financial

Advisor Assistant

Richmond, VA · On-site

$24 - $26/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

Shreveport, LA · Hybrid

$22.84/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

Richmond, VA · Hybrid

$24 - $26/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Rafih Auto Group

FINANCE ADVISOR

Utica, MI · On-site

$80K - $100K/yr

  • Medical

  • Retirement

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 ...

Corebridgefinancial

Advisor Assistant

Richmond, VA · Hybrid

$24 - $26/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

$22.84 - $25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Peak Credit Union

Licensed Financial Advisor Assistant

Eugene, OR · On-site

$24.92 - $28.32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Executes trades as directed by the Financial Advisors. * Files statements, client information and other related documents. * Manages phone calls, faxes and emails from clients and take action needed ...

Peak Credit Union

Licensed Financial Advisor Assistant

Eugene, OR · On-site

$24.92 - $28.32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Executes trades as directed by the Financial Advisors. * Files statements, client information and ... This email is created exclusively to assist disabled job seekers whose disability prevents them ...

Spartan Education

STUDENT FINANCE ADVISOR

Tulsa, OK · On-site

$31.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Summary The primary responsibility of the Student Finance Advisor is to assist in determining and obtaining appropriate funding for new students. Other duties may be assigned by the Director of ...

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Finance Advisor Assistant information

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$54.2K

$91K

How much do finance advisor assistant jobs pay per year?

As of Aug 17, 2026, the average yearly pay for 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 a finance advisor assistant?

Finance Advisor Assistants are professionals who support financial advisors in managing client accounts, preparing reports, and handling administrative tasks. They help with scheduling meetings, maintaining client records, and researching investment options under the direction of a licensed financial advisor. Their role is crucial in ensuring smooth operations within financial advisory firms and enhancing the client experience. While they do not typically provide financial advice directly, they play an important role in client communications and service.

What does a finance advisor assistant do?

As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.

What are the typical responsibilities of a finance advisor assistant?

A Finance Advisor Assistant typically supports financial advisors by preparing client reports, scheduling meetings, managing client communications, and organizing documentation for compliance. They play a critical role in ensuring that the advisory team runs efficiently, allowing advisors to focus more on client strategy and relationship-building. Assistants also help with follow-up tasks, data entry, and sometimes basic research, making them essential collaborators in delivering high-quality client service and maintaining smooth office operations.

What are the key skills and qualifications needed to thrive as a finance advisor assistant?

To thrive as a Finance Advisor Assistant, you need a solid understanding of financial concepts, attention to detail, and often a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Excel are typically required, and certifications like FINRA Series 6 or 7 can be advantageous. Strong organizational skills, professionalism, and effective communication are essential soft skills for client interactions and supporting advisors. These abilities ensure accurate data handling, efficient client service, and smooth operations within financial advisory teams.
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Finance Advisor Assistant jobs near you
Infographic showing various Finance Advisor Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Financial Advisor Assistant

FAMILY FINANCIAL ADVISORS INC

Fruitland Park, FL • On-site

$45K - $55K/yr

Full-time

Re-posted 22 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