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Financial Advising Assistant Jobs (NOW HIRING)

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

Cupertino, 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 ...

Means Financial Group

Financial Advisor

Saint Peters, MO · On-site

$120K - $350K/yr

Provide expert investment advice aligned with client objectives * Assist clients with retirement ... Minimum of 2 years' experience in financial advising * Series 6/65 * Strong financial analysis ...

Austin Bank

Financial Service Advisor

Spring, TX

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 ...

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 ...

Austin Bank

Financial Service Advisor

Spring, TX

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 ...

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Financial Advising Assistant information

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$40

How much do financial advising assistant jobs pay per hour?

As of Jun 23, 2026, the average hourly pay for financial advising assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What are Financial Advising Assistants?

Financial Advising Assistants are professionals who support financial advisors in managing client accounts, preparing reports, conducting research, and handling administrative tasks. They play a key role in ensuring that the financial advisor's operations run smoothly by scheduling appointments, maintaining records, and communicating with clients. Their work allows financial advisors to focus more on providing direct financial planning and investment advice. Financial Advising Assistants may also help prepare materials for client meetings and ensure compliance with regulations. They typically work in banks, investment firms, or financial planning companies.

What is the difference between Financial Advising Assistant vs Financial Planner?

AspectFinancial Advising AssistantFinancial Planner
CredentialsTypically requires a high school diploma or associate degree; certifications like FINRA Series 6 or 7 are commonRequires a bachelor's degree; certifications such as CFP (Certified Financial Planner) are often necessary
Work EnvironmentSupports financial advisors in client meetings, research, and administrative tasksWorks directly with clients to develop financial plans and investment strategies
Employer & Industry UsageFound in banks, financial firms, and advisory practicesEmployed by financial advisory firms, banks, and independent practices

The Financial Advising Assistant primarily supports financial advisors with administrative and research tasks, often requiring less formal certification. In contrast, a Financial Planner works directly with clients to create comprehensive financial plans, usually holding advanced certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities and qualifications.

What are typical responsibilities of a Financial Advising Assistant on a daily basis?

A Financial Advising Assistant typically handles a variety of administrative and client-support tasks, such as preparing financial reports, scheduling meetings, updating client records, and assisting with compliance documentation. They often serve as the first point of contact for clients, helping to address routine inquiries and ensuring smooth communication between clients and advisors. Additionally, they may assist with research on investment products or financial planning strategies, providing valuable support that allows advisors to focus on more complex client needs.

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

To thrive as a Financial Advising Assistant, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree or coursework. Proficiency with financial planning software, CRM systems, and Microsoft Excel is typically required, and certifications like the Series 65 or 66 can be advantageous. Excellent organization, communication, and client service skills help you stand out in supporting advisors and building client relationships. These skills ensure accurate financial data management, efficient workflow, and positive client experiences essential for a successful advisory practice.
What cities are hiring for Financial Advising Assistant jobs? Cities with the most Financial Advising Assistant job openings:
What are the most commonly searched types of Financial Advising jobs? The most popular types of Financial Advising jobs are:
What states have the most Financial Advising Assistant jobs? States with the most job openings for Financial Advising Assistant jobs include:
Financial Advising Assistant jobs near you
Infographic showing various Financial Advising Assistant job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 93% Full Time, 1% Part Time, and 4% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.
Financial Advisor Assistant

Financial Advisor Assistant

Tamar Securities, LLC

Los Angeles, CA • On-site

Other

Medical, Dental, Vision, Retirement

Posted 5 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