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Financial Adviser 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 ...

Equitable

OR · Hybrid

$55K/yr

The Advisor Assist Financial Professional is a key member of Equitable's centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial ...

Ashwood Advisors, LLC

Financial Assistant

Medfield, MA · On-site

$28K - $40K/yr

Help advisor prepare for client meetings. * Anticipate advisor needs and handle them proactively ... * Assist with data entry of all client financial information. * Track and order all supplies.

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 ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

In this role, you will have the opportunity to build strong relationships with clients and assist ... Financial Advisors work closely in a team with a Financial Planner and a Client Service ...

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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 Jul 14, 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.

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

For a Financial Adviser Assistant, $200,000 is typically considered a high level of client assets to manage, which may require advanced skills and certifications such as the Series 7 or 66. The adequacy of this amount depends on the advisor's client base and service offerings, but managing such assets often involves comprehensive financial planning and compliance with industry regulations.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and performing administrative tasks. They may also help with research, data analysis, and using financial planning software to assist in developing investment strategies. Strong organizational skills and knowledge of financial products are important for this role.

Is it hard to become a FA?

Becoming a financial adviser assistant typically requires strong communication skills, attention to detail, and some knowledge of financial products. While formal education is not always mandatory, many employers prefer candidates with a background in finance, economics, or related fields, and obtaining relevant certifications can improve job prospects. The role often involves on-the-job training and working within a regulated environment, but it is generally accessible with the right skills and qualifications.

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. Entry-level or support roles in finance tend to have lower salaries, though top earners in advisory roles with extensive client bases and certifications can reach high six-figure or seven-figure incomes. Achieving such earnings often requires advanced skills, certifications like the CFP or CFA, and significant client development.

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 July 2026, with employment types broken down into 14% Locum Tenens, 1% Internship, 63% Full Time, 13% Part Time, 3% Contract, and 6% Summer. Highlights an 79% Physical, 4% Hybrid, and 17% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.
Financial Advisor Sales Assistant

Financial Advisor Sales Assistant

Johnson Financial Group

Kenosha, WI • On-site

Full-time

Re-posted 25 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors.  This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts. 

Key Responsibilities:

  • Understanding of and ability to articulate full scope of JFG products and services.
  • Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor.
  • Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems.
  • Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through. 
  • Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently.
  • Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting.
  • Support Advisor in marketing of his/her business including but not limited to; materials, events and communications.
  • Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems.
  • Manage and enter data through use of Financial Planning operating systems.
  • Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer.

Job Requirements:

  • HS diploma required, Bachelor’s degree preferred and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree.
  • Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire. 
  • Life and health licenses desired.
  • Strong internal and external communication skills, established ability to develop relationships with key business partners.
  • Expert customer service and time management skills required.
  • Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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