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Finance Advisor Assistant Jobs (NOW HIRING)

Corebridgefinancial

Advisor Assistant

Tampa, FL · On-site +1

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor. * Respond to client requests for forms or marketing literature. * Assist with processing ...

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 ...

Cities, Inc.

NY · On-site

$85 - $120/hr

Working directly with the City Manager, this position will assist, advise and coordinate preparation and administration of the City's annual operating and capital budgets, develop financial forecasts ...

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 ...

Cathay Bank

Assistant to Financial Advisor

San Gabriel, CA · On-site

$21.63 - $25/hr

Manage Financial Advisor's calendar and schedule appointments. * Arrange customer seminars and branch employee training. * Assist in coordinating activities, prepare presentation materials, and ...

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Finance Advisor Assistant information

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$28.5K

$54.2K

$91K

How much do finance advisor assistant jobs pay per year?

As of Sep 6, 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 1% As Needed, 75% Full Time, 21% 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.

FINANCIAL ADVISOR

Pinnacle Bank/Bank of Colorado

Glenwood Springs, CO

Full-time

Re-posted yesterday

Job description

Description
GENERAL SUMMARY:
The Financial Advisor serves as a key member of a collaborative advisory team, working closely with a Lead Financial Advisor and Registered Assistant to deliver an exceptional client experience. This role supports all aspects of client service, financial planning preparation, operational workflow, and team-based business development.
 
RESPONSIBILITIES AND DUTIES:
  • Act as a primary point of contact for clients in partnership with the Lead Financial Advisor and Registered Assistant.
  • Support delivery of comprehensive financial planning by preparing plan components, running reports, and gathering client data.
  • Provide timely follow-up on client needs, service requests, and meeting action items.
  • Participate in client meetings with the Lead Advisor, assist with meeting prep, and document outcomes.
  • Work closely with the Lead Advisor and Registered Assistant to maintain a smooth, efficient, and client-focused team environment.
  • Coordinate internal processes, maintain task tracking, and ensure the team is aligned on deadlines and client priorities.
  • Contribute ideas for team improvements, client engagement strategies, and operational efficiencies.
  • Open new accounts and manage updates, paperwork, transfers, money movements, and document retention.
  • Execute trades and rebalance portfolios under the direction of the Lead Financial Advisor.
  • Ensure all workflows meet compliance standards and regulatory requirements.
  • Assist the Lead Advisor with prospecting activities, follow-up, and preparation of proposal materials.
  • Support team marketing efforts, client communications, and outbound engagement.
  • Identify opportunities for cross-selling additional bank and investment services based on client needs.
  • Regularly exercising independent judgement and discretion over matters of significance. 
  • Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. 
  • Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. Therefore, this position cannot be primarily performed remotely.

 
KNOWLEDGE, SKILL, AND ABILITIES:
  • Strong understanding of investment products, financial planning concepts, and advisory workflows.
  • Excellent communication and relationship-building skills with clients and internal team members.
  • High attention to detail, strong follow-through, ability to manage multiple tasks.
  • Professionalism, confidentiality, and adaptability in a team-driven culture.
  • Proficiency with Microsoft Word, Excel, and ability to learn new software quickly.

 
EDUCATION AND EXPERIENCE:
  • Bachelor’s Degree
  • Series 7/66 Securities License.
  • Prefer 2-3 years experience in financial planning or related experience.
  
PHYSICAL REQUIREMENTS:
 
NOTE:  The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More DetailsSeries 7/66 license and 3-5 years' experience