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Finance Advisor Assistant Jobs (NOW HIRING)

Vertex Wealth Advisors

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Paraplanner/Financial Advisor's Assistant

Scottsdale, AZ · On-site

$26 - $41/hr

This role provides support to financial advisors through trading and money movement, and business processing. Coordinates/tracks projects. Responsibilities and Time Allocation * Trading and money ...

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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 ...

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 ...

Corebridgefinancial

Advisor Assistant

Houston, TX · On-site +1

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 ...

Corebridgefinancial

Advisor Assistant

Houston, TX · On-site +1

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 ...

Rafih Auto Group

FINANCE ADVISOR

Utica, MI · On-site

$80K - $100K/yr

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 ...

Spartan Education

STUDENT FINANCE ADVISOR

Tulsa, OK · On-site

$31.25/hr

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 ...

Spartan Education

STUDENT FINANCE ADVISOR

Broomfield, CO · On-site

$31.25/hr

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 ...

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 ...

IEC CORP GROUP

Student Finance Advisor (62672)

Morrow, GA · On-site

$20 - $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 ...

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Finance Advisor Assistant information

See salary details

$28.5K

$54.2K

$91K

How much do finance advisor assistant jobs pay per year?

As of Jul 7, 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.

Is it hard to become a FA?

Becoming a Finance Advisor Assistant typically requires a high school diploma or equivalent, with some roles preferring or requiring a bachelor's degree in finance, economics, or related fields. Relevant skills include strong communication, organizational abilities, and familiarity with financial software; certifications like the Series 6 or 7 may also be beneficial. The role often involves on-the-job training and can serve as a stepping stone to more advanced financial advisory positions.

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 does a finance assistant do?

A finance assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and invoicing. They often use accounting software and need strong organizational skills to ensure accuracy and efficiency in financial tasks. The role may require basic knowledge of finance principles and attention to detail.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in high-net-worth advising. Achieving this level often requires certifications like the CFP and a focus on investment management, sales, or wealth planning. Income varies widely based on location, firm size, and individual performance.

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.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.
More about Finance Advisor Assistant jobs
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What are the most commonly searched types of Finance Advisor jobs? The most popular types of Finance Advisor jobs are:
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What job categories do people searching Finance Advisor Assistant jobs look for? The top searched job categories for Finance Advisor Assistant jobs are:
Finance Advisor Assistant jobs near you
Infographic showing various Finance Advisor Assistant job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Paraplanner/Financial Advisor's Assistant

Vertex Wealth Advisors

Scottsdale, AZ • On-site

$26 - $41/hr

Full-time

Medical, Life, Retirement

Posted 23 days ago

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Job description

This role provides support to financial advisors through trading and money movement, and business processing. Coordinates/tracks projects.

Responsibilities and Time Allocation

  • Trading and money movement in client accounts
  • Completion of forms and applications for client and advisor signature
  • Depositing of checks and stock certificates
  • Performing other allowable duties as assigned by the financial advisors and senior staff

Back Office Advisor Support Duties

  • Researching and answering questions for clients, if requested and as allowable, related to the servicing of their accounts
  • Review and update client information as needed for client meeting. Attending and participating in client meetings if necessary
  • Managing and resolving client service problems
  • Effective communication with clients and other advisor/staff
  • The above responsibilities and duties may change over time to meet the need of the practice and can include other duties as assigned by the advisor

Key Traits of a Successful Paraplanner:

  • Direct attention to detail and organization
  • Thorough understanding of investment account types (managed vs brokerage) and tax treatment distinctions among various account types
  • Knowledgeable regarding features, distinctions and relative strengths of investments, term and cash value life insurance, disability, long-term care and hybrid insurance
  • Effective and efficient time management
  • Polite and clear phone manner and e-mail composition
  • Ability to multi-task
  • Adherence to rules and regulations as stated and required by advisor, Ameriprise Financial, regulatory agencies
  • Ability to support and provide guidance for compliance within the practice
  • Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

  • 2+ years of similar experience
  • Preferably has the following licenses - Series 7, Series 66, and State life, accident and health insurance licenses

*Please note, this role will not develop into a financial advisor.*