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Finance Advisor Assistant Jobs (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 ...

Drivetrain

Strategic Finance Advisor

Charleston, WV · Remote

... advising founders, business and finance leaders on all their planning and forecasting needs that ... You'll assist our customers in developing templates and models for their unique business within ...

Drivetrain

Strategic Finance Advisor

... advising founders, business and finance leaders on all their planning and forecasting needs that ... You'll assist our customers in developing templates and models for their unique business within ...

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

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Finance Advisor Assistant information

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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 2% As Needed, 75% 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.

STUDENT FINANCE ADVISOR

SPARTAN COLLEGE OF AERONAUTICS AND TECHNOLOGY

Tulsa, OK • On-site

$31.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

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 Student Finance. Student Finance Advisor is responsible for maintaining the stated Student Finance Department goals of Compliance, Customer Service, and Cash Flow.
Essential Functions
Process Student Accounts
  • Supports students through initial and ongoing student contact, ensuring financial aid and other sources of aid is secured, and making certain all required paperwork is submitted.
  • Provides the best possible experience for students during every interaction by displaying compassion, composure, and offering compelling reasons to complete next step within proper timeframes.
  • Recognizes hidden issues and offers creative solutions to assist students in addressing barriers to starting or continuing in school.
  • Process, award and complete future student financing eligibility in accordance to federal, state and institutional regulations.
  • Certify and input students and/or parent loans via Anthology.
  • Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.
  • Navigate students/influencers through the financial aid process by clarifying process steps, reviewing where they are in the overall process.
  • Educates students on federal aid borrower's rights and responsibilities, FAFSA completion, loan acceptance/denial, scholarships and alternative funding options that help resolve financing issues.

Student Finance Transcripts
  • Checks NSLDS for electronic financial aid transcripts, ensuring that Defaults, Open Loan Periods, SULA and Pell LEU issues are addressed.

Awarding Aid
  • Checks NSLDS for electronic financial aid transcripts.
  • Federal Campus Based Aid Award Federal Supplementary Educational Opportunity Grant (FSEOG) and Loans to future student based on written policy.
  • Assist student in processing applicable gap financing as well as state Grants, scholarships, tuition assistance, and other funding resource.

Other Essential duties
  • Meets deadlines for proposals, project implementation and project terminations activities and reports
  • Special projects as assigned.
  • Attend departmental and campus wide meetings.

Knowledge / Skills
  • Experience working with Anthology, NSLDS, COD, and various other finance aid management systems.
  • Thorough knowledge of Title IV regulations, applicable policies and procedures

Education and Work Experience
  • High School Diploma, or GED.
  • Bachelor's degree preferred.
  • Two (2) years of Student Finance experience required

Certificates, License, Registrations
  • None

Supervisory Responsibilities
  • None

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is normally performed in a typical interior/office work environment. While performing the duties of this job, the employee is regularly required to sit; use hands to finger; and talk or hear. An incumbent is subject to contact with others, frequent interruptions, noise and student events.
AAP/EEO Statement
Spartan College provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are employed, and employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
In keeping with the above conviction, Spartan College is committed to assuring that:
All recruiting, hiring, training, promotion, compensation, and other employment related programs are provided fairly to all persons on an equal opportunity basis without regard to race, creed, color, religion, sex, age, national origin, disability, veteran status, or any other characteristic protected by law;
Employment decisions are based on the principles of equal opportunity and affirmative action; and all personnel actions such as compensation, benefits, transfers, training, and participation in social and recreational programs are administered without regard to race, creed, color, sex, age, national origin, disability, veteran status, or any other characteristic protected by law.
Benefits
401(k) and Employer Match
Medical insurance
HSA/FSA
Dental insurance
Vision insurance
Life insurance
Paid time off
Employee Assistance Program
Tuition Reimbursement/Employee Scholarship

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