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Financial Advisor Administrative Jobs (NOW HIRING)

Kaizen Financial Group

Be Seen First

Financial Advisor

Shelby Township, MI · On-site

$100K/yr

At Kaizen Financial, we believe advisors do their best work when they're supported by a ... You'll step into an established environment with existing opportunities, administrative support ...

Nicolet National Bank

Financial Advisor

Wausau, WI · On-site

As a Financial Advisor, you will be responsible for the following: General: * Manages client ... Supervises the work of other advisors and administrative support. * Participates in critical ...

Nicolet National Bank

Financial Advisor

Wausau, WI · On-site

As a Financial Advisor, you will be responsible for the following: General: * Manages client ... Supervises the work of other advisors and administrative support. * Participates in critical ...

Nicolet National Bank

Financial Advisor

Iowa City, IA · On-site

As a Financial Advisor, you will be responsible for the following: General: * Manages client ... Supervises the work of other advisors and administrative support. * Participates in critical ...

MBC Talent Connections

Financial Advisor

New Orleans, LA · On-site +1

$90K - $120K/hr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial ... Less administrative responsibility * Resources to support continued growth Responsibilities

GTE Financial

Financial Advisor

Tampa, FL

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Ensure timely and accurate paperwork and handle administrative tasks efficiently. Additional Skills ...

GTE Financial

Financial Advisor

Tampa, FL · On-site

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Ensure timely and accurate paperwork and handle administrative tasks efficiently. Additional Skills ...

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Financial Advisor Administrative information

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$36K

$102.1K

$144K

How much do financial advisor administrative jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial advisor administrative in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a financial advisor administrative?

Financial Advisor Administrative roles support financial advisors by handling administrative tasks such as scheduling client meetings, preparing documents, managing client communications, and maintaining records. These professionals help ensure the office runs smoothly so advisors can focus on providing financial guidance. They may also assist with compliance paperwork, data entry, and basic client service questions. Strong organizational skills and attention to detail are essential for success in this role.

What does a financial advisor administrative do?

A Financial Advisor Administrative professional typically handles client scheduling, manages documentation for new and existing accounts, and ensures compliance with regulatory standards. They support financial advisors by preparing reports, handling client communications, and maintaining client databases. This role requires strong organizational skills and attention to detail, as administrative staff often serve as the first point of contact for clients and play a key role in keeping the advisory team running smoothly.

What are the key skills and qualifications needed to thrive as a financial advisor administrative?

To thrive as a Financial Advisor Administrative Assistant, you need strong organizational skills, attention to detail, and familiarity with financial services concepts, typically supported by relevant administrative or finance coursework. Proficiency with financial planning software, customer relationship management (CRM) systems, and office productivity tools like Microsoft Office is often expected. Excellent interpersonal communication, discretion, and time management make someone stand out in this role. These skills ensure efficient office operations, accurate client support, and a positive experience for both advisors and clients.

What is the difference between Financial Advisor Administrative vs Financial Advisor Assistant?

AspectFinancial Advisor AdministrativeFinancial Advisor Assistant
CertificationsTypically none required, but familiarity with finance preferredOften requires or prefers certifications like CFP or FINRA licenses
Work EnvironmentOffice-based, supporting financial advisors with administrative tasksOffice or client-facing, assisting with client meetings and portfolio management
Primary ResponsibilitiesScheduling, document management, compliance paperworkClient communication, data entry, preparing reports

Financial Advisor Administrative roles focus on administrative support tasks, often requiring minimal certifications, while Financial Advisor Assistants typically have more client-facing duties and may hold relevant licenses or certifications. Both roles are essential in supporting financial advisors but differ mainly in responsibilities and credential requirements.

Why do so many financial advisor administratives quit?

Financial advisor administrative roles often have high turnover due to repetitive tasks, high workload, and limited opportunities for advancement. The job can also involve strict compliance requirements and long hours, which contribute to job dissatisfaction and attrition.

What cities are hiring for Financial Advisor Administrative jobs?

Cities with the most Financial Advisor Administrative job openings:

What are the most commonly searched types of Financial Advisor Administrative jobs?

The most popular types of Financial Advisor Administrative jobs are:

What states have the most Financial Advisor Administrative jobs?

States with the most job openings for Financial Advisor Administrative jobs include:

Financial Advisor Administrative jobs near you
Infographic showing various Financial Advisor Administrative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor Administrative Assistant

Workway, Inc.

Addison, TX • On-site

$50K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an Administrative Assistant opportunity with a Wealth and Financial Advisor company in North Dallas.

The Administrative Assistant is responsible for the specific duties listed below.
Your specific duties will include:

  • Manage CRM systems, including data entry, client database maintenance, and reporting.
  • Administer financial services platforms (Box, EZ-App, Investment e-App, underwriting systems).
  • Coordinate case management, underwriting, and application processing.
  • Provide administrative support to financial advisors and wealth management teams.
  • Schedule appointments, manage calendars, and coordinate client meetings.
  • Deliver high-level customer service and client relationship support.
  • Handle inbound calls, message routing, and issue resolution.
  • Prepare, edit, and proofread business correspondence and documentation.
  • Process client communications and documentation with Home Office.
  • Maintain organized client records, files, and compliance documentation.

Required qualifications for the position include:

  • Strong customer service and communication skills.
  • Experience in administrative support (financial services preferred).
  • Ability to manage multiple tasks and prioritize effectively.
  • Proficiency in Microsoft Office and CRM systems.
  • Proactive, detail-oriented, and team-focused.
  • Texas Insurance Group I License preferred.


Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO .
We collect personal information as part of the application and hiring process. For details about the categories of information collected, purposes of use, and your rights under law, please review our Candidate Privacy Act Disclosure Notice: Privacy Policy
#WealthManagement #AdministrativeAssistant #FinancialServices #FinanceJobs #OfficeAdministration #ExecutiveAssistant #ClientServices

Company Description

Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.

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About Workway

Sourced by ZipRecruiter

Forward-thinking and innovative, Workway is at the forefront of the staffing industry. Entrepreneurial-minded leadership, combined with advanced technology, allows Workway to deliver temporary, temp to hire, and direct hire placement results that exceed our clients’ expectations.

Industry

Recruiting and staffing services

Company size

201 - 500 Employees

Headquarters location

Dallas, TX, US

Year founded

2005

Social media

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