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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

Teacher's Pension and Insurance Services

Beaumont, TX • On-site

$50K - $100K/yr

Full-time

Life, Retirement

Re-posted 11 days ago

Job description

Financial Advisor - K-12 Retirement Specialist (403b/457b)

Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time

Empower Educators. Build Your Business. Make an Impact.

Join a proven system where advisors build six-figure practices serving the underserved K-12 market. We're currently scheduling presentations for 100+ advisors nationwide, but growing demand requires us to expand our team.

What makes us different? We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.

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What You'll Do

Conduct one-on-one retirement counseling for K-12 school employees Lead state pension education seminars at school sites during school hours Enroll clients in 403(b), 457(b), and other supplemental retirement plans Offer life insurance, estate planning, and additional financial strategies Provide long-term client service and relationship management

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The Lead Generation System That Works

Scheduled Presentations (Your Primary Lead Source): 2-4 on-campus presentations per month scheduled for you 10-15 educators per presentation (typically lunch meetings or staff meetings) 50% conversion rate from presentations to individual appointments Minimum 2 weeks advance notice - you can accept or decline any presentation Within your specified drive radius - we work around your preferred territory

Client Service Support: Annual review scheduling handled by our call center Automated client touch-points to maintain relationships Follow-up systems to ensure consistent client communication

Administrative Excellence: 98% issue rate on 403(b)/457(b) applications, transfers, and rollovers Dedicated paperwork specialists handle complex enrollment processes Full back-office support eliminates administrative headaches

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Why This 1099 Role Is Different

We're Only Successful If You Are: Our compensation comes through overrides - we don't charge advisors for support, leads, or marketing. This means we're 100% invested in your success because our revenue depends on your production.

What's Included at No Cost: All lead generation and presentation scheduling Marketing materials and CRM system (Salesforce) Administrative support and application processing Office 365 and full back-office infrastructure Ongoing training and mentorship

Independence With Support: Control your schedule and book of business Accept or decline presentations based on your availability Build equity in your practice while receiving institutional support No bureaucracy or micromanagement

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Compensation Structure

Year 1 Realistic Expectations: $50,000-$75,000 for full-time advisors following our system Some advisors exceed $100,000 in their first year Ramp-up timeline: Lead your own presentations within the first month

Year 2 and Beyond: Renewal commissions from Year 1 clients create compounding income 14 commission levels with advancement based on production volume Commission increases commonly achieved within the first year Many advisors continue increasing earnings annually through renewals and higher commission rates

Commission Structure: 100% commission + fee-based income (1099) Progressive structure with clear advancement guidelines No hidden fees or charges for support services

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Training & Development

Onboarding: Proprietary Teacher's Pension Classroom training program Learn the unique needs of K-12 employees Master 403(b)/457(b) regulations and strategies

Ongoing Support: Weekly live training sessions On-the-job mentorship and coaching Market-specific expertise and updates

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Requirements

Essential: Life Insurance License (required) Series 65 or willingness to obtain quickly Clean background and E&O coverage Proven sales record with consultative approach Self-motivated with strong communication skills

Preferred: Experience with 403(b)/457(b) or school markets Comfort with group presentations Desire to work with mission-driven professionals

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Who Thrives in This Role

Perfect For: Advisors seeking purpose-driven work with predictable lead flow Former wirehouse or captive agents wanting freedom + support Career-changers with licenses looking for a proven system Mid-career advisors tired of cold prospecting and bureaucracy Professionals who prefer relationship-building over cold calling

Success Profile: Comfortable presenting to groups of 10-15 people Enjoys helping people solve complex financial challenges Appreciates the mission of serving educators Values long-term client relationships over transactional sales

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About Teacher's Pension

We're a national leader in K-12 financial wellness, focused on supporting educators and administrators through retirement and beyond. Our proven model combines unmatched market access with the support and independence that professional advisors need to build sustainable practices.

Our Commitment: We succeed only when our advisors succeed. That's why we provide comprehensive support at no cost and maintain a 98% application success rate - because your growth is our growth.

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Ready to Build a Purposeful, Profitable Practice?

Next Steps:

1. Apply today to learn more about our system

2. Schedule a brief call to discuss your market preferences

3. Discover how we can help you grow in a market that truly needs you

Questions? Contact us to learn more about territories in your area and how our lead generation system can accelerate your practice growth.

"The educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively."

Employment Type: FULL_TIME

Apply