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Financial Advising Assistant Jobs in Alabama (NOW HIRING)

4P Consulting Inc.

Financial Analyst 2

Birmingham, AL · On-site

The ideal candidate will have 5-10 years of experience in financial analysis, advising companies ... assist in strategic decision-making. As a Financial Analyst, you will work closely with senior ...

Infopact, Inc.

Financial Counselor

Fort Novosel, AL · On-site

$29.57/hr

We are currently looking for Financial Counselors (FinCO) to assist our client. The budgeted ... At least three years of experience providing financial counseling or advising individuals on ...

CU*SOUTH, INC.

CFO Advisor

Fairhope, AL · Hybrid

$120K - $140K/yr

PURPOSE Our CFO Advisors are our credit union partners' high-level fractional Finance and ... clients. * Assist in developing, evaluating, and implementing policies and procedures for the ...

New

CU*SOUTH, INC.

CFO Advisor

Fairhope, AL · Hybrid

PURPOSE Our CFO Advisors are our credit union partners' high-level fractional Finance and ... clients. * Assist in developing, evaluating, and implementing policies and procedures for the ...

New

Cu*South, Inc.

CFO Advisor

Fairhope, AL · On-site +1

$120K - $140K/yr

PURPOSE Our CFO Advisors are our credit union partners' high-level fractional Finance and ... clients. * Assist in developing, evaluating, and implementing policies and procedures for the ...

New

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All JobsFinancial Advising JobsFinancial Advising Assistant JobsFinancial Advising Assistant Jobs in Alabama

Financial Advising Assistant information

What is a financial advising assistant?

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 does a financial advising assistant do?

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?

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 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 the most commonly searched types of Financial Advising jobs in Alabama?

The most popular types of Financial Advising jobs in Alabama are:

What cities in Alabama are hiring for Financial Advising Assistant jobs?

Cities in Alabama with the most Financial Advising Assistant job openings:

Financial Advising Assistant jobs near you
Infographic showing various Financial Advising Assistant job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Automotive Service Advisor

Guntersville Chevrolet

Guntersville, AL • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

Job description

Newton Motor Group is looking for an Automotive Service Advisor to join our growing team!

Who We Are:

We are Newton Motor Group.  We don’t want to honk our own horn, but we are a privately-owned auto group that has received numerous awards from DealerRater, Automotive News, Tennessee's Top Workplaces, and JD Power!  We have dealerships in Alabama, Kentucky, and Tennessee that focus on providing a stress-free and enjoyable buying experience for customers seeking modern automotive solutions and maintenance services. We do this by:

  • Being family-oriented with a genuine and welcoming work environment.
  • Creating an inclusive and diverse culture of talented people.
  • Offering a variety of opportunities for financial success and career growth.Investing in and supporting charitable causes as well as civic engagements in our communities.

What We Offer:

  • Competitive Compensation Plan
  • Career Growth Opportunities
  • Work / Life Balance
  • Flexible Schedules
  • Paid Holidays
  • Positive Work Culture
  • Health Benefits (Medical, Dental, Vision)
  • Financial Savings Plan (401K)
  • Opportunity to Pick-Up Additional Hours
  • Employee Vehicle Purchase and Service Discounts
  • Ongoing Training and Education 

Responsibilities:

  • Greet customers promptly
  • Obtain customer and vehicle information
  • Clearly report all vehicle symptoms as described by the customer
  • Determine and recommend maintenance base on age, mileage and history of vehicle
  • Prepare a complete and accurate estimate of cost for labor and parts
  • Establish follow up time
  • Monitor the progress of each vehicle throughout the day, and update customers frequently
  • Verify that the final invoice reconciles with the work performed on the repair order
  • Explain all completed work and charges to customers

Requirements:

  • Proven record of achieving exceptional customer satisfaction
  • Past experience as a service advisor, assistant lane manager or service consultant
  • Very energetic personality 
  • A desire for a long-term career with a growing organization
  • Personal and professional integrity
  • Computer skills and willingness to learn new programs
  •  

Newton Motor Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

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