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Financial Adviser Assistant Jobs (NOW HIRING)

Ashwood Advisors, LLC

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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.

Matchstick

Associate Financial Advisor

Mclean, VA · Remote

$90K - $110K/yr

Function as primary back-up to Financial Advisors; assist with trading and strategizing to best accomplish various objectives; serve as direct support to Financial Advisors and Partners by providing ...

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 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 Assistant

Ashwood Advisors, LLC

Medfield, MA • On-site

$28K - $40K/yr

Full-time

Medical, Retirement, PTO

Posted 3 days ago

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Job description

Principal responsibilities

  • Help advisor prepare for client meetings.
  • Anticipate advisor needs and handle them proactively.
  • Make suggestions to systematize and improve office functions.
  • Develop processes for tracking all business and handling paperwork.
  • Track all pending business paperwork; when documents are outstanding, update pending business summary sheet for advisor’s attention; track and tally all outstanding work weekly.
  • Complete all forms correctly and submit them within one business day.
  • File client statements, correspondence, and agreements completely within five business days.
  • Use excellent customer service skills to build client relationships.
  • Answer phone and handle all client service issues within capacity
  • Tentatively schedule all wholesaler meetings without consulting advisor.
  • Use CRM system efficiently to schedule client meetings and marketing activities and to enter new contacts.
  • Track home office news items, technology updates, and e-mail communications; report pertinent information back to advisor.
  • Assist with data entry of all client financial information.
  • Track and order all supplies.
  • Draft letters, as directed by advisor.
  • Prepare and send outgoing mail.
  • Assist advisor with marketing efforts, such as following up with referrals, updating contact management system with names of prospects, and spearheading drip mailing programs for prospects and clients.
  • Spearhead special projects.

Qualifications

Must be passionately committed to serving and caring for other people. Must be able to handle multiple projects simultaneously and operate successfully under deadlines. Must be able to follow directions while knowing when to take the ball and run with it. Software experience in Microsoft Word and Excel is required. Familiarity with PowerPoint is helpful. Must be highly Internet-savvy and able to navigate or learn financial software packages.