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

Senior Level Advisor And Manager Serves as senior level advisor and manager on special emphasis ... Financial Disclosure Statement OGE 450 is used to assist agencies and employees to avoid conflicts ...

Automotive Sales

Savannah, GA · On-site

$70K - $150K/yr

Salesperson & Client Advisor Drive Your Career Forward at Critz Auto Group Critz Auto Group is ... Car Allowance * $70,000-$150,000 annually What You'll Do * Assist clients in selecting new Buick ...

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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.

What are popular job titles related to Finance Advisor Assistant jobs in Ridgeland, SC?

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

What cities near Ridgeland, SC are hiring for Finance Advisor Assistant jobs?

Cities near Ridgeland, SC with the most Finance Advisor Assistant job openings:

Varsity Girls Tennis Assistant Coach

Jasper County School District

Ridgeland, SC • On-site

Full-time

Re-posted yesterday


Job description

QUALIFICATIONS: 
1. Has the ability to organize and supervise a total sports program. 
2. Has previous successful coaching experience in assigned sport. (Major sports) 
3. The head coach must have substantial knowledge of the technical aspects of the sport 
and, at the same time, must continue to examine new theories and procedures pertinent to 
the field. 
4. The head coach must serve as an appropriate role model for student athletes through 
his/her instructions and actions. 
REPORTS TO: The head coach or athletic director, who provides overall objectives and final evaluation in 
conjunction with the high school principals 
SUPERVISES: In several instances, the head coach must advise, coordinate and support a staff of 
high school assistant coaches and middle school coaches in conjunction with the 
athletic director and respective principal. 
JOB GOAL: To instruct athletes in the fundamental skills, strategy and physical training 
necessary for them to realize a degree of individual and team success. At the same 
time, the coach must instruct and demonstrate behaviors that lead to socially 
acceptable character development, self discipline, self confidence, and pride of 
accomplishment in the student athletes. To upgrade his/her knowledge and skills 
through coaching clinics, observations, consultation, etc. 
GENERAL: 1. The success of athletic programs has a strong influence on the community's 
image of the entire system. The public exposure is a considerable 
responsibility and community/parent pressure for winning performance is 
taxing, but must not override the objectives of good sportsmanship and good 
mental health. 
2. The position includes other unusual aspect such as extended time, risk injury 
factor and due process predicaments. 
3. It is the express intent of this job description to give sufficient guidance to 
function. In cases not specifically covered, it shall be assumed that a coach 
shall exercise common sense and good judgment. 
DUTIES AND RESPONSIBILITIES: 
1. Has a thorough knowledge of all the athletic policies approved by the Jasper County Schools' Board of Education and is responsible for their implementation by the entire staff of the 
sports program. 
2. Has knowledge of existing system, state and league regulations; implements same consistently and 
interprets them for staff. 
3. Understands the proper administrative line of command and refers all requests or grievances through 
proper channels. Is aware of all public/staff/departmental meetings that require attendance. 
STAFF RESPONSIBILITIES: 
4. Established the fundamental philosophy, skills and techniques to be taught by staff. Designs 
conferences, clinics and staff meetings to insure staff awareness of overall program. 
5. Trains and informs staff, encourages professional growth by encouraging clinic attendance according 
to local clinic policy. 
6. Delegates specific duties, supervises implementation and, at season's end, analyzes staff 
effectiveness and evaluates all assistants. 
7. Maintains discipline, adjusts grievances and works to increase morale and cooperation. 
8. Performs such other duties which may be assigned by the athletic director/principal. 
9. Presents a positive image of JCSD at all times.  
ADMINISTRATIVE DUTIES: 
10. Assists the athletic director in scheduling, providing transportation and requirements for tournament 
and special sport events. 
11. Assists in the necessary preparation to hold scheduled sport events or practices and adheres to 
scheduled facility times. Coordinates program with maintenance and school employees. 
12. Provides documentation to fulfill state and system requirements concerning physical examinations, 
parental consent and eligibility. 
13. Provides proper safeguards for maintenance and protection of assigned equipment sites. 
14. Advises the athletic director and recommends policy, method or procedural changes. 
STUDENT RESPONSIBILITIES: 
15. Serves as a mentor to each athlete to promote the development and demonstration in student athletes 
the character traits of trustworthiness, respect, responsibility, fairness, caring, and citizenship. 
16. Gives constant attention to a student athlete's grades and conduct. 
17. By his/her presence at all practices games and while traveling, provides assistance, guidance and 
safeguards for each participant. 
18. Provides training rules and any other unique regulations of the sport to each athlete who is 
considered a participant. 
19. Initiates programs and policies concerning injuries, medical attention and emergencies. 
20. Completes paperwork on all disabling athletic injuries on proper forms and submits to athletic office 
within 24 hours. 
21. Directs student managers, assistants and statisticians. 
22. Determines discipline, delineates procedures concerning due process when the enforcement of 
discipline is necessary and contracts parents when a student is dropped or becomes ineligible. 
23. Assists athletes in their college or advanced educational selection. 
FINANCE AND EQUIPMENT: 
24. Participates in the budgeting function with the athletic director by establishing requirements for the 
next season. Recommends equipment guidelines as to type, style, color or technical specifications. 
Is responsible for operating within budget appropriations. 
25. Is accountable for all equipment and collects the cost of any equipment lost or not returned. 
Arranges for issuing, storing and reconditioning of equipment and submits annual inventory and 
current records concerning same. 
26. Properly marks and identifies all equipment before issuing or storing. 
27. Monitors equipment rooms and coaches' offices, authorizes who may enter, issue or requisition 
equipment. 
28. Permits the athletes to only be in authorized areas of the building at the appropriate times. 
29. Examines locker rooms before and after practices and games, checking on general cleanliness of the 
facility. Responsible for cleanliness and maintenance of specific sport equipment. 
30. Secures all doors, lights, windows and locks before leaving building if custodians are not on duty. 
31. Instills in each player a respect for equipment and school property, its care and proper use. 
PUBLIC RELATIONS: 
32. Organizes parents, coaches, players and guests for preseason meetings. 
33. Promotes the sport within the school through recruiting athletes who are not in another sports 
program and promotes the sport outside the school through news media, little league programs, or in 
any other feasible manner. 
34. Responsible for the quality, effectiveness and validity of any oral or written release to local media. 
35. Responsible for maintaining good public relations with news media, booster club, parents, officials, 
volunteers and fans. 
36. Presents information to news media concerning schedules, tournaments and results.