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Financial Advisor Administrative Jobs (NOW HIRING)

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

... administrative support, and localized marketing assistance. Position Overview We are seeking an ... Financial Advisor looking to transition their practice into an independent business-owner model ...

Wisepath Group

Financial Advisor

Wichita, KS · On-site

$100K - $250K/yr

... administrative support, and localized marketing assistance. Position Overview We are seeking an ... Financial Advisor looking to transition their practice into an independent business-owner model ...

The Piedmont Group

Financial Advisor

Dawsonville, GA · On-site

$150K/yr

Licensed Financial Advisor - Build Your Practice with Independence & Support The Piedmont Group ... Dedicated local operational, administrative, and client service support * Comprehensive onboarding ...

Wisepath Group

Financial Advisor

Edmond, OK · On-site

$100K - $250K/yr

... administrative support, and localized marketing assistance. Position Overview We are seeking an ... Financial Advisor looking to transition their practice into an independent business-owner model ...

Wisepath Group

Financial Advisor

Short Hills, NJ · On-site

$100K - $250K/yr

... administrative support, and localized marketing assistance. Position Overview We are seeking an ... Financial Advisor looking to transition their practice into an independent business-owner model ...

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

... administrative support, and localized marketing assistance. Position Overview We are seeking an ... Financial Advisor looking to transition their practice into an independent business-owner model ...

Boutique Recruiting

Financial Advisor

Fort Myers, FL · On-site

$65K - $80K/yr

With marketing, appointment scheduling, financial planning and administrative processing handled by dedicated support teams, this advisor can focus on what they do best: earning trust, closing ...

Wisepath Group

Financial Advisor

Bentonville, AR · On-site

$100K - $250K/yr

... administrative support, and localized marketing assistance. Position Overview We are seeking an ... Financial Advisor looking to transition their practice into an independent business-owner model ...

Wisepath Group

Financial Advisor

Scottsdale, AZ · On-site

$100K - $250K/yr

... administrative support, and localized marketing assistance. Position Overview We are seeking an ... Financial Advisor looking to transition their practice into an independent business-owner model ...

Wisepath Group

Financial Advisor

Denver, CO · On-site

$100K - $250K/yr

... administrative support, and localized marketing assistance. Position Overview We are seeking an ... Financial Advisor looking to transition their practice into an independent business-owner model ...

The Piedmont Group

Financial Advisor

Dawsonville, GA · On-site

$40K/yr

Description Licensed Financial Advisor - Build Your Practice with Independence & Support The ... Dedicated local operational, administrative, and client service support * Comprehensive onboarding ...

Adams Keegan

Financial Advisor

Memphis, TN · On-site

Financial Advisor - Memphis, TN (or within a 2-hour radius) A nationally recognized, Memphis-based ... Dedicated office space and substantial operational and administrative support * Full-service ...

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Financial Advisor Administrative information

See salary details

$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

Advanced Planning Advisors Group Inc.

Naperville, IL • On-site

$55K - $65K/yr

Full-time

PTO

Posted 26 days ago

Job description

About Us

Advanced Planning Advisors is a boutique financial planning and investment advisory firm in Naperville, IL, that is dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients.


As we continue to grow, we are seeking a motivated and detail-oriented Financial Advisor to join our team who will work closely with senior advisors to support the delivery of comprehensive financial planning and investment management services. This role is ideal for someone who has prior Financial Advising experience, is passionate about helping consumers achieve their financial goals, and has an entrepreneurial mindset.


Why Join Us?

  • You’re feeling capped where you are now and want independent opportunities
  • We are a growing firm looking to have someone grow in success with us
  • Opportunity to work in a collaborative and supportive environment
  • Mentorship and professional development opportunities
  • Competitive base salary plus a lucrative variable compensation model
  • Marketing budget and top-notch administrative support


Key Responsibilities:

  • Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections
  • Hold client and prospective client meetings to provide support and ensure follow-up on action items
  • Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients
  • Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives
  • Help grow the firm’s client base through consumers activities and company-funded marketing efforts
  • Support marketing and business development initiatives, including vendor research
  • Stay current on industry trends, financial products, and regulatory requirements
  • Provide support to existing clients by answering inquiries and performing account service requests
  • All other duties as assigned


The Expertise We Are Looking For

  • Investment licensure: Series 65 or equivalent (Required)
  • Life & Health Insurance licensure (Required)
  • A high level of professionalism and a commitment to client service (Required)
  • High school diploma (Required)
  • 1+ years of experience in financial planning or investment advisory services (Preferred)
  • 2+ years of sales experience


What’s In It For You

  • Pay: $55,000 - $65,000 Base + Commission/Fee Structure
  • PTO
  • Paid Holidays
  • Professional Development & Growth Opportunities


Check Us Out!

  • Website: https://apadvisorsgroup.com/
  • Podcast: https://apadvisorsgroup.com/media/podcast/
  • YouTube: https://apadvisorsgroup.com/media/youtube-playlist/


If you feel you would be a good fit, apply today!

Company Description

We’re driven to provide the families and businesses we serve with a financial road map that helps them protect their future. Our customized financial plans help individuals, families and businesses more confidently navigate today’s complex financial world.