ZipRecruiter

Log In

1

Financial Advising Assistant Jobs in Washington (NOW HIRING)

next page

Showing results 1-20

All JobsFinancial Advising JobsFinancial Advising Assistant JobsFinancial Advising Assistant Jobs in Washington

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 Washington?

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

Financial Advising Assistant jobs near you
Infographic showing various Financial Advising Assistant job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 10% Part Time, 2% Temporary, and 6% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution.

Financial Advisor Assistant (Ashburn, VA)

Humans Being Resources

Ashburn, VA • On-site

$24 - $32/hr

Part-time

Posted yesterday

New

Job description

Financial Office Assistant
Financial Advisor Assistant
(Financial Services Firm)
 
Our client's Financial Services Firm located in the Ashburn, VA area is looking to add a key employee to the Team. They are seeking a professional, part-time, Financial Office Assistant / Financial Advisor Assistant who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills and has a "team player" mentality. This position offers part-time, hybrid (in-office / work-from-home) schedule of 20hrs-25hrs per week, with flexibility and work/life balance. If you want to join a team who is dedicated to their clients & staff, while maintaining a culture of success and achievement, this may be a good fit for you!
 
 
MINIMUM QUALIFICATIONS
  • 2+ years of Administrative / Office Support experience in a professional office environment
  • 2+ years of Customer Service experience in a professional office environment
  • Advanced Technology Skills and use of MS Office (Outlook, MS Word, Power Point, Excel, Etc.)
  • Video Meeting Application experience (Example: Webex, Zoom, MS Teams, Google Meet, etc.)
  • CRM / Office Software experience (Example: Wealthbox, Salesforce, Redtail, DocuSign, SmartOffice, Adobe, Etc.)
PREFERRED QUALIFICATIONS
  • 2+ years of Financial Services / Wealth Management experience is preferred
  • Degree / Certificate in Business Administration and/or a related field is a plus
  • SIE (Securities Industry Essentials) Certification is a plus
  • Active and/or expired FINRA Securities Licensing is a plus
  • Active Life, Health & Annuities License is a plus
 
ROLE DESCRIPTION
 
Prioritizing client needs and helping to create solutions is an important part of our client's culture. In providing excellent administrative support and client service as a Financial Office Assistant / Financial Advisor Assistant you will: 
  • Greet clients in-person, by phone, email, video call, etc., in a warm, friendly manner
  • Initiate and track paperwork and account transaction effectively (Example: new/existing account paperwork processing, transfers, contributions, distributions, payment processing, etc.)
  • Follow up on pending business, appointments or scheduled check-ins
  • Assist with the creation and communication of marketing emails/posts
  • Complete industry specific administrative tasks within established filing and paperwork timelines/deadlines
  • Update CRM System data to reflect most current and accurate information
  • Ensure inquiries and concerns are addressed and resolved
  • Provide both pre/post meeting support for the assigned financial advisor(s)
  • Assist in monitoring financial advisory team emails, calls, communications as needed
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Manage office supplies, operate office equipment (example: photocopiers), and perform other office operations administrative tasks as needed
  • Develop effective working relationships with the financial advisor(s), company staff, and vendors to ultimately provide effective, high-quality customer service

REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication
  • Exceptional customer service and client-centric mindset
  • Ability to prioritize projects and manage time
  • Self-directed initiative and follow through
  • Ability to thrive in a fast-paced office environment
  • Excellent organization & administrative support skills
  • Ability to adapt as situations or business demands change
  • Willingness and desire to be part of a team environment
  • High level of confidence, perseverance, and a desire to succeed
  • Attention to detail and ability to closely follow office processes & policies
  • Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION
  • $24hr-$32hr Base Compensation
    *Based Upon Experience, Licensing and/or Certifications*
  • Additional Bonuses/Incentives Available
  • Flexible Hybrid Schedule
  • Great Work/Life Balance
 
Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Office Assistant / Financial Advisor Assistant position in the Ashburn, VA area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!