ZipRecruiter

Log In

1

Financial Advising Assistant Jobs (NOW HIRING)

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

Responsibilities * Assist senior financial advisors in creating and implementing customized ... financial plans for clients. * Conduct research on financial products, market trends, and economic ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

Responsibilities * Assist senior financial advisors in creating and implementing customized ... financial plans for clients. * Conduct research on financial products, market trends, and economic ...

Ashwood Advisors, LLC

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.

Dollar Bank

Financial Advisor Assistant

Pittsburgh, PA · On-site

... financial goals and to give exceptional client service that goes above and beyond their expectations. The Client Services Assistant ensures this vision by supporting Investment Executives and the ...

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 ...

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 ...

TalentLink Solutions

Be Seen First

Financial Advisor Assistant - Wealth Management

Dalton, GA · On-site

$65K - $85K/yr

We are expanding our team and hiring a highly organized and efficient Financial Advisor Assistant to join our team. This position is crucial in supporting the advisory team and the clients, including ...

next page

Showing results 1-20

All JobsFinancial Advising JobsFinancial Advising Assistant Jobs

Financial Advising Assistant information

See salary details

$10

$23

$40

How much do financial advising assistant jobs pay per hour?

As of Jul 14, 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 July 2026, with employment types broken down into 80% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.

Junior Financial Advisor

DBHW Wealth Partners

South Milwaukee, WI • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet Our Team: https://www.dbhwwealthpartners.com/our-team
Building Your Financial Advisory Career With Mentorship That Matters
Are you a driven, early-career professional ready to build a meaningful future in financial planning? We're not just hiring a Junior Financial Advisor - we're investing in the next generation of trusted advisors.
From day one, you'll be supported by active, hands-on mentorship from experienced professionals who are committed to your growth and success. You won't be left to "figure it out" alone - you'll receive guidance, coaching, and real-world exposure that accelerates your development.
We believe great advisors never stop learning. That's why we provide opportunities to attend industry conferences, workshops, and continuing education events - keeping you at the forefront of financial strategies, market insights, and client service excellence.
Ambitious about earning your CFP?, CFA?, or other professional designations? We support that too. We offer incentives and recognition for obtaining certifications and advanced credentials, because your growth strengthens both your career and our team.
If you're motivated, coachable, and eager to grow within a supportive, high-performance environment, this is your opportunity to build a lasting and rewarding career in financial advising."
Position Overview
We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering comprehensive financial planning and investment services. This role is designed for an early-career professional looking to build a long-term career in financial advising.
The Junior Advisor works under the supervision of Lead Advisors while developing technical expertise, client relationship skills, and industry credentials.
Key Responsibilities
Financial Planning Support
  • Gather, organize, and analyze client financial information.
  • Prepare retirement projections, cash flow analyses, insurance needs reviews, and education funding analyses.
  • Assist in drafting financial planning recommendations.
  • Maintain accurate client records in CRM and financial planning software.
  • Identify planning gaps or risks and escalate to senior advisors.

Client Meeting Preparation & Participation
  • Prepare meeting materials and reports.
  • Attend client meetings and document action items.
  • Assist in presenting portions of financial plans.
  • Draft follow-up communications and track implementation steps.

Investment & Portfolio Support
  • Assist in portfolio reviews and allocation analysis.
  • Monitor investment performance and prepare reporting materials.
  • Support rebalancing and implementation efforts (under supervision).
  • Understand and communicate model portfolio strategies.

Implementation & Service
  • Coordinate account openings, transfers, beneficiary updates, and other service needs.
  • Work cross-functionally with operations, compliance, and tax teams.
  • Ensure documentation meets regulatory and firm standards.

Compliance & Risk Management
  • Adhere to firm policies and regulatory requirements.
  • Maintain proper documentation standards.
  • Stay informed on industry regulations and best practices.

Required Qualifications
Education
  • Bachelor's degree in Finance, Financial Planning, Economics, Accounting, Business, or related field required.

Licensing & Certifications (Industry Standard Expectations)
  • Must have their Securities Industry Essentials (SIE) Certification

One of the following is required or must be obtained within 6-12 months of hire:
  • Series 7 and Series 66
  • Ability and willingness to obtain required licenses within defined timeframe.

Preferred Credentials
  • CFP coursework completed or in progress strongly preferred.
  • CFP certification (preferred but not required).
  • Life & Health Insurance License (or willingness to obtain).

Experience
  • 4 years of experience in financial planning required.

Technical Skills
  • Financial planning software (eMoney, MoneyGuidePro, or similar).
  • CRM systems (Redtail, Salesforce, Wealthbox, etc.).
  • Understanding of:
    • Asset allocation
    • Retirement income planning
    • Insurance planning
    • Tax-aware investment concepts

Professional Competencies
  • Strong analytical and quantitative skills.
  • Exceptional attention to detail.
  • High ethical standards and client-first mindset.
  • Strong verbal and written communication.
  • Organizational discipline and time management.
  • Desire to build long-term client relationships.
  • Commitment to professional development.

What Success Looks Like
Within 12-24 months, the Junior Advisor will:
  • Confidently prepare comprehensive financial plans.
  • Participate actively in client meetings.
  • Demonstrate regulatory and compliance competence.
  • Build increasing ownership of client relationships.
  • Progress toward CFP certification.

Compensation & Benefits
  • Competitive base salary
  • Performance-based bonus potential
  • Licensing reimbursement support
  • Health, dental, and vision benefits
  • 401(k) with employer match
  • Paid time off and continuing education support
  • Clear career advancement pathway

DBHW Wealth Partners is an equal opportunity employer.
The pay range for this role is:
65,000 - 85,000 USD per year (South Milwaukee)
65,000 - 85,000 USD per year (Texas)

Apply