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Financial Adviser Assistant Jobs (NOW HIRING)

Moylan Kropp

Financial Advisor Assistant

Omaha, NE · On-site

$50K - $100K/yr

Financial Advisor Assistant Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. We work with a team of Certified Financial ...

cathaybank

Assistant to Financial Advisor

Cupertino, CA

$21.63 - $25/hr

GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist ...

cathaybank

Assistant to Financial Advisor

Millbrae, CA · On-site

$21.63 - $25/hr

GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist ...

Frost Bank

Financial Advisor Assistant

San Antonio, TX · On-site

If so, then the Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At ...

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Financial Adviser Assistant information

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$28.5K

$54.2K

$91K

How much do financial adviser assistant jobs pay per year?

As of Jun 15, 2026, the average yearly pay for financial adviser 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.

How much do finance assistants make in the US?

Finance assistants in the US typically earn a median annual salary of around $40,000 to $50,000, depending on experience, location, and employer. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often increase with certifications and familiarity with financial software tools.

Is $200,000 enough to work with a financial advisor?

As a financial adviser assistant, working with a client who has $200,000 in assets is common, and such clients often seek guidance on investment strategies, estate planning, and financial planning. The adequacy of this amount depends on the client's goals and the advisor's fee structure, which may be based on assets under management or flat fees. Typically, financial advisers work with clients across a wide range of asset levels, including those with $200,000 or more in assets.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, managing schedules, and handling administrative tasks. They may also assist with data entry, client communication, and using financial planning software to ensure smooth operations within the advisory team.

What are some common challenges Financial Adviser Assistants face when supporting multiple advisers?

Financial Adviser Assistants often juggle responsibilities for several advisers, which can present challenges in prioritizing tasks, managing conflicting schedules, and maintaining attention to detail across various client accounts. Effective communication and strong organizational skills are essential to ensure deadlines are met and adviser needs are efficiently addressed. Many assistants use digital tools and workflow management systems to stay organized and proactively anticipate advisers' needs, which helps streamline daily operations and supports a collaborative team environment.

Can financial advisors make $500,000 a year?

Financial adviser assistants typically do not earn $500,000 annually, as this level of income is usually associated with experienced financial advisors or those managing large client portfolios. Earnings for adviser assistants are generally based on salary, bonuses, and commissions, but reaching such high income levels is uncommon without significant experience, certifications, and client base. Most financial adviser assistants aim to support financial advisors rather than achieve top-tier earnings themselves.

What are Financial Adviser Assistants?

Financial Adviser Assistants are professionals who support financial advisers in managing client accounts, preparing financial documents, and handling administrative tasks. They often serve as the first point of contact for clients, help schedule meetings, and ensure all paperwork complies with regulations. Their role allows advisers to focus more on client relationships and developing financial strategies. Financial Adviser Assistants need strong organizational skills, attention to detail, and knowledge of financial products and services.

What are the key skills and qualifications needed to thrive as a Financial Adviser Assistant, and why are they important?

To thrive as a Financial Adviser Assistant, you need strong organizational skills, attention to detail, and foundational knowledge of finance or business, often supported by an associate’s degree or relevant coursework. Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is typically expected, and certifications like FINRA Series 6 or 7 can be advantageous. Exceptional communication, discretion, and a client-focused mindset help distinguish top performers in this role. These skills are crucial for ensuring accurate support to advisers, maintaining client trust, and facilitating seamless financial operations.
What cities are hiring for Financial Adviser Assistant jobs? Cities with the most Financial Adviser Assistant job openings:
What are the most commonly searched types of Financial Adviser jobs? The most popular types of Financial Adviser jobs are:
What states have the most Financial Adviser Assistant jobs? States with the most job openings for Financial Adviser Assistant jobs include:
Financial Adviser Assistant jobs near you
Infographic showing various Financial Adviser Assistant job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 77% Full Time, and 21% Part Time. 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 Administrative Assistant

Financial Administrative Assistant

Tamar Securities, LLC

Los Angeles, CA

Other

Medical, Dental, Vision, Retirement

Posted 20 days ago

Job description

About the Company



Tamar Securities is hiring a Registered Financial Assistant for our team in Woodland Hills, CA. Potential candidates will be working with our team of Financial Advisers to serve our clients efficiently and effectively within the strict confines of fiduciary duty. Our team takes advantage of the benefits of in-person meetings, which most of our clients prefer. Hence, this position does not come with a remote work option. Training and mentoring are offered.



About the Role



The Registered Financial Assistant will play a crucial role in supporting Financial Advisers and ensuring client satisfaction through high-quality advisement and planning services.



Responsibilities



  • Ensuring client satisfaction by providing high-quality advisement and planning service, as directed by Financial Advisers.
  • Assist Financial Advisors in preparing and providing analysis of client portfolios for meetings.
  • Communicating with clients’ other professional advisors (Lawyers, CPAs, etc.).
  • Serve as backup to Financial Adviser.
  • Work collaboratively with the rest of the team.



Qualifications



  • Bachelor's degree
  • Series 63, 65, 66, or 7 certifications
  • At least 1 year of relevant work experience in financial advising field
  • Hands-on experience with comprehensive financial planning is ideal
  • Strong listening and written communication skills.
  • Strong analytical skills and attention to detail.



Required Skills



  • Strong listening and written communication skills.
  • Strong analytical skills and attention to detail.



Preferred Skills



  • Hands-on experience with comprehensive financial planning is ideal.



Pay range and compensation package



  • Competitive Salary
  • Sign-on Bonus
  • Relocation Assistance
  • 401K Match
  • Medical, Dental, Vision, and Aflac Benefits (w/ Employer contribution)
  • Education/Licensure Reimbursement
  • Chance to enroll in the company’s Executive Benefits Program:
  • Target Bonus
  • Deferred Compensation Plan
  • Phantom Equity Program



Equal Opportunity Statement



We are committed to diversity and inclusivity in our hiring practices and encourage all qualified candidates to apply.

Apply