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Finance Advisor Assistant Jobs in Ridgeland, SC (NOW HIRING)

Shift HR

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor Wealth Management A meaningful next step for an investment professional who wants ... * Assist with portfolio reviews, investment analysis, financial planning, and the implementation ...

Dividend Assets Capital

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor | Wealth ManagementA meaningful next step for an investment professional who ... Assist with portfolio reviews, investment analysis, financial planning, and the implementation of ...

New

Shift HR

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor | Wealth Management A meaningful next step for an investment professional who ... * Assist with portfolio reviews, investment analysis, financial planning, and the implementation ...

New

Dividend Assets Capital

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor | Wealth Management A meaningful next step for an investment professional who ... * Assist with portfolio reviews, investment analysis, financial planning, and the implementation ...

New

ViziRecruiter,LLC.

Director of Financial Aid

Savannah, GA · On-site

$70 - $90/hr

... assist students with developing a funding plan for their education, team productivity, and ... Hire, train, manage and supervise Financial Aid Advisors to ensure each has no more than three ...

Rockefeller Financial

Client Associate

Bluffton, SC · On-site

... financial advisory services firm. Originally founded in 1882 as the family office of John D ... Position A Private Advisor team within our Rockefeller Global Family Office business is seeking a ...

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Finance Advisor Assistant information

See Ridgeland, SC salary details

$24.8K

$47.2K

$79.2K

How much do finance advisor assistant jobs pay per year?

As of Aug 22, 2026, the average yearly pay for finance advisor assistant in Ridgeland, SC is $47,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,700.00 and $54,900.00 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

Voya Savannah Financial Advisor

Voya Financial Advisors

Savannah, GA • On-site

Full-time

Medical, Life, Retirement

Re-posted 2 days ago

Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

86th of 151 rated financial services

Job description

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Savannah area to work plan sponsor relationships in the education market.

This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

To be eligible for the Financial Professional role, candidates must possess the following qualifications:

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations Series 7, 65 & 66 preferred
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:

  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge

At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success including:

  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients financial information and plans
  • Turnkey marketing services
  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

#Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit #savannah 

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