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Finance Advisor Assistant Jobs in Arizona (NOW HIRING)

IEC CORP GROUP

Student Finance Advisor (63821)

Mesa, AZ · On-site

$18 - $25/hr

You will assist the Director of Student Finance in administering financial aid programs. Who Are We ... advising on or awarding Title IV activities or programs preferred. * Associates degree or ...

IEC CORP GROUP

Student Finance Advisor (63821)

Mesa, AZ · On-site

$18 - $25/hr

You will assist the Director of Student Finance in administering financial aid programs. Who Are We ... advising on or awarding Title IV activities or programs preferred. * Associates degree or ...

Heffernan Financial

Financial Advisor

Flagstaff, AZ

$100K - $150K/yr

Help educate and assist with performance of internal Client Service members. * Communicate ... Education - Bachelor's degree in Finance, Economics, Business Administration or related field.

Wisepath Group

Financial Advisor

Scottsdale, AZ · On-site

$100K - $250K/yr

Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.

Global Credit Union

Financial Advisor

Tempe, AZ

$60K - $80K/yr

Coordinate with program partners to service accounts, assist with inquiries and information ... Three years financial services sales experience. Ability to create and deliver effective messages ...

Global Credit Union

Financial Advisor

Scottsdale, AZ · On-site

$60K - $80K/yr

Coordinate with program partners to service accounts, assist with inquiries and information ... Three years financial services sales experience. Ability to create and deliver effective messages ...

Global Credit Union

Financial Advisor

Scottsdale, AZ

$60K - $80K/yr

Coordinate with program partners to service accounts, assist with inquiries and information ... Three years financial services sales experience. Ability to create and deliver effective messages ...

Global Credit Union

Financial Advisor

Glendale, AZ · On-site

$60K - $80K/yr

Coordinate with program partners to service accounts, assist with inquiries and information ... Three years financial services sales experience. Ability to create and deliver effective messages ...

Global Credit Union

Financial Advisor

Glendale, AZ

$60K - $80K/yr

Coordinate with program partners to service accounts, assist with inquiries and information ... Three years financial services sales experience. Ability to create and deliver effective messages ...

Global Credit Union

Financial Advisor

Mesa, AZ

$60K - $80K/yr

Coordinate with program partners to service accounts, assist with inquiries and information ... Three years financial services sales experience. Ability to create and deliver effective messages ...

Global Credit Union

Financial Advisor

Tempe, AZ · On-site

$60K - $80K/yr

Coordinate with program partners to service accounts, assist with inquiries and information ... Three years financial services sales experience. Ability to create and deliver effective messages ...

Global Credit Union

Financial Advisor

Mesa, AZ · On-site

$60K - $80K/yr

Coordinate with program partners to service accounts, assist with inquiries and information ... Three years financial services sales experience. Ability to create and deliver effective messages ...

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Finance Advisor Assistant information

See Arizona salary details

$26.6K

$50.5K

$84.8K

How much do finance advisor assistant jobs pay per year?

As of Aug 29, 2026, the average yearly pay for finance advisor assistant in Arizona is $50,550.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $58,700.00 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.
More about Finance Advisor Assistant jobs

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For Finance Advisor Assistant jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Finance Advisor Assistant jobs in Arizona look for?

The top searched job categories for Finance Advisor Assistant jobs in Arizona are:

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Cities in Arizona with the most Finance Advisor Assistant job openings:

Finance Advisor Assistant jobs near you
Infographic showing various Finance Advisor Assistant job openings in Arizona as of June 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $50,550 per year, or $24.3 per hour.

Student Finance Advisor (63821)

IEC CORP GROUP

Mesa, AZ • On-site

$18 - $25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

We're Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Mesa campus.

To Do What: You will assist the Director of Student Finance in administering financial aid programs.

Who Are We: UEI College is a leader in post-secondary career education and we are obsessed with student success. Our company is fast-growing and has opportunity for growth and advancement.

What We Offer: We offer our full-time colleagues have a variety of benefits available to them, such as Medical, Dental, Vision, Life and even Pet Insurance. We offer Disability Coverage, a generously matched 401(k) plan, vacation, paid holidays and more!

Some of the great work you'll do includes:

  • Interview prospective students to determine financial aid eligibility.
  • Review student files for completeness and accuracy for submission.
  • Review and authorize students Financial Aid awards.
  • At least 1 years of experience in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding Title IV activities or programs preferred.
  • Associates degree or comparable work experience required. Bachelors degree with coursework in math, business, finance, auditing or accounting preferred.

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