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Finance Advisor Assistant Jobs (NOW HIRING)

Austin Bank

Financial Service Advisor

Spring, TX · On-site

Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics ...

Dollar Bank

Financial Advisor Assistant

Pittsburgh, PA · On-site

... financial goals and to give exceptional client service that goes above and beyond their expectations. The Client Services Assistant ensures this vision by supporting Investment Executives and the ...

CWP Private Wealth Management

Be Seen First

Investment Advisor Assistant

West Bend, WI · On-site

$50K - $60K/yr

... advisor check-ins. * Assist with general administrative tasks as needed, always delivering ... Prior experience in financial services, wealth management, or client service role preferred.

Cathay Bank

Assistant to Financial Advisor

Millbrae, CA · On-site

$21.63 - $25/hr

Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing ...

Rafih Auto Group

Finance Advisor

Southfield, MI · On-site

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 ...

IEC CORP GROUP

Student Finance Advisor (60471)

Fresno, CA · On-site

$22 - $26/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 ...

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Finance Advisor Assistant information

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How much do finance advisor assistant jobs pay per year?

As of Jun 8, 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 are some typical responsibilities of a Finance Advisor Assistant, and how do they contribute to the success of the advisory team?

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, and why are they important?

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 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 Finance Advisor Assistants?

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.
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Finance Advisor Assistant jobs near you

Junior Financial Advisor

Kellogg Community CU

Battle Creek, MI

Other

Posted 20 days ago

Job description

Description

Kellogg Community Credit Union has an exciting opportunity for a Junior Financial Advisor!


This role is ideal for an ambitious, relationship-focused individual who is interested in building a career in financial services. We are looking for someone with strong communication skills, a passion for helping people, and the motivation to learn. The Junior Financial Advisor will market and explain investment services to members at branch offices, serve as a resource for securities-related products and services, and support members with investment-related transactions and account servicing. This position works closely with an experienced advisor while learning industry regulations, products, and best practices.


Job Functions

  • Support the sales process by assisting with securities-related transactions and account servicing 
  • Meet with members to identify financial needs and provide appropriate solutions under guidance from senior advisor
  • Assist with opening new investment and brokerage accounts 
  • Prepare and process account documentation and follow up on outstanding paperwork 
  • Assist members with money movement requests, including ACH/EFT transactions 
  • Support the setup of mutual fund investment plans and systematic withdrawal plans 
  • Build and maintain strong member relationships while delivering exceptional service 
  • Participate in ongoing training, coaching, and professional development opportunities 
  • Support the company's marketing and member service philosophy 

Requirements

  • College degree or equivalent business experience preferred (appropriate experience may substitute for education) 
  • Strong member service, communication, and relationship-building skills 
  • Interest in financial services, investments, and helping members achieve financial goals 
  • Ability and willingness to learn detailed processes, regulations, and investment products 
  • Strong organizational skills and attention to detail 
  • Professional demeanor and ability to work independently and collaboratively 
  • Commitment to participating in required compliance, regulatory, and professional training programs 


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