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Financial Adviser Assistant Jobs (NOW HIRING)

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 ...

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 ...

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 ...

Oldmutual

Receiving Visitors Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Customer Relationship Management (CRM) Data Ensure that basic ...

Oldmutual

MFC Salaried Financial Adviser

Ladysmith, WI · On-site

Receiving Visitors Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Customer Relationship Management (CRM) Data Schedule follow-up ...

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 ...

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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.
Assistant to Financial Advisor

Assistant to Financial Advisor

Cathay Bank

Millbrae, CA • On-site

$21.63 - $25/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 12 days ago

Job description

People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office.
ESSENTIAL FUNCTIONS
  • Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
  • Manage Financial Advisor's calendar and schedule appointments.
  • Arrange customer seminars and branch employee training.
  • Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.
  • Prepare requested reports.
  • Process documents, open client account, and upload to Smartworks Docupace.
  • Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database.
  • Establish and maintain customer files.
  • Help Financial Advisor prepare for auditing.

QUALIFICATIONS
  • Education: College degree with business classes preferred but not mandatory.
  • Experience: 2-5 years of applicable administrative experience required.
  • Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.

OTHER DETAILS
$20.00 - $21.63 / hour without license
$21.63 - $25.00 / hour with license
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make www.CathayBank.comaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

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