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Finance Advisor Assistant Jobs (NOW HIRING)

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 ...

IEC - Morrow

Student Finance Advisor

Morrow, GA · On-site

$18 - $25/hr

In this position you will assist the Director of Student Finance in administering financial aid ... advising on or awarding Title IV activities or programs preferred. * Associate's degree or ...

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 ...

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 ...

Wisconsin

Food Business Finance Advisor

Madison, WI · On-site

... needs. * Assist clients in preparing financial projections, proformas, and materials needed for ... Experience advising, supporting, or coaching entrepreneurs or clients through financial ...

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 ...

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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

Student Finance Advisor (62518)

IEC CORP GROUP

Oceanside, CA • On-site

$18 - $25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Were Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Oceanside campus.
To Do What: You will assist the Director of Student Finance in administering financial aid programs.
Who Are We: UEI College is a leader in post-secondary career education and we are obsessed with student success. Our company is fast-growing and has opportunities for growth and advancement.
What We Offer: We are a Certified Employee-Owned Company and our full-time colleagues have a variety of benefits available to them, such as Medical, Dental, Vision, Life and even Pet Insurance. We offer Disability Coverage, a generously matched 401(k) plan, vacation, paid holidays and more!
Some of the great work you'll do includes:
  • Interview prospective students to determine financial aid eligibility.
  • Review student files for completeness and accuracy for submission.
  • Review and authorize students' Financial Aid awards.

Your qualifications include:
  • At least 1 years of experience in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding Title IV activities or programs preferred.
  • Associates degree or comparable work experience required. Bachelor's degree with coursework in math, business, finance, auditing or accounting preferred.

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