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Financial Advisor Assistant Part Time Jobs (NOW HIRING)

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

Corebridgefinancial

Advisor Assistant

$22.84 - $25/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor. * Respond to client requests for forms or marketing literature. * Assist with processing ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Job Title: Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or ...

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Financial Advisor Assistant Part Time information

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$28.5K

$54.2K

$91K

How much do financial advisor assistant part time jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial advisor assistant part time in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.

What does a financial advisor assistant part time do?

A Financial Advisor Assistant (Part Time) supports financial advisors by handling administrative tasks, scheduling appointments, preparing client documents, and responding to client inquiries. They may assist with data entry, updating client records, and helping prepare reports or presentations. This role allows financial advisors to focus more on advising clients and developing financial plans, while assistants manage the behind-the-scenes work. Part-time assistants typically work flexible hours, depending on the needs of the office and clients.

What are the key skills and qualifications needed to thrive as a financial advisor assistant part time?

To thrive as a Financial Advisor Assistant Part Time, you need a solid understanding of financial concepts, organizational skills, and experience with administrative tasks, often supported by a relevant degree or coursework. Familiarity with CRM software, financial planning tools, and Microsoft Office Suite is typically required. Exceptional attention to detail, discretion, and strong interpersonal communication make candidates stand out in this role. These skills are crucial for ensuring accurate client support, maintaining confidentiality, and contributing to efficient financial advisory operations.

What are the typical responsibilities of a financial advisor assistant part time?

As a part-time Financial Advisor Assistant, you'll typically support advisors by preparing client paperwork, scheduling appointments, managing client communications, and updating records in financial planning software. You may also assist with gathering and organizing data for client meetings and help ensure compliance with industry regulations. This role often involves working closely with both advisors and clients, making strong organizational and communication skills essential. While the workload may vary week to week, you’ll gain valuable exposure to the financial planning process and client relationship management.

What is the difference between Financial Advisor Assistant Part Time vs Financial Advisor Associate?

AspectFinancial Advisor Assistant Part TimeFinancial Advisor Associate
CredentialsMay require FINRA Series 6/7, or similar certificationsOften requires similar certifications, with additional licensing for client advising
Work EnvironmentSupport role in financial firms, assisting advisors, part-time hoursClient-facing role, assisting with financial planning, full-time or part-time
Employer & Industry UsageUsed by financial advisory firms, banks, wealth management companiesCommon in similar settings, often with more client interaction

The main difference is that a Financial Advisor Assistant Part Time primarily supports financial advisors with administrative tasks and may work fewer hours, while a Financial Advisor Associate often has more direct client interaction and may have additional responsibilities in financial planning. Both roles require similar certifications and are found in the same industry environments.

What cities are hiring for Financial Advisor Assistant Part Time jobs?

Cities with the most Financial Advisor Assistant Part Time job openings:

What states have the most Financial Advisor Assistant Part Time jobs?

States with the most job openings for Financial Advisor Assistant Part Time jobs include:

Financial Advisor Assistant Part Time jobs near you
Infographic showing various Financial Advisor Assistant Part Time job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Financial Advisor Assistant (Mandarin/English Bilingual)

MICHAEL SHIEH

Irvine, CA • On-site

$24 - $26/hr

Part-time

Medical, Dental, Vision

Re-posted yesterday

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Job description

About This Role

An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office operations. We exist to help our clients build toward a retirement free from money worry — and we care just as much about helping the people on our team build real careers along the way. This is an in-person, client-facing role based in our Irvine office, best suited to someone who brings genuine optimism to their work, values steady, consistent effort that compounds over time, adapts without giving up on the goal, and takes real pride in doing right by the people they serve. Fluency in Mandarin is required, as we serve a significant Mandarin-speaking client base.

In This Role You Will

• Serve as a point of contact for clients via phone, email, and in person — in both English and Mandarin

• Schedule and prepare for client and prospect meetings, including agendas and follow-up materials

• Process new account paperwork, transfers, beneficiary updates, and other account servicing forms

• Maintain and update client records in the CRM, keeping contact information, notes, and workflows current

• Prepare client review packets and correspondence ahead of meetings

• Coordinate with the broker-dealer and custodian on account servicing requests

• Support client onboarding, filing, and recordkeeping to meet firm and broker-dealer compliance requirements

• Assist with marketing efforts and client events

• Perform other duties and tasks as assigned by the Financial Advisor

Required Qualifications

• 1+ year of office administrative or client service experience

• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Desired Qualifications

• Financial services industry experience — banking, wealth management, insurance, or similar

Growth & Development

We're looking for someone who wants to grow with us long-term. For the right fit, there's room to take on more over time — potentially including support toward licensing as your role and our practice evolve together.

Job Expectations

• Employment is contingent upon successful completion of a background check, required by our broker-dealer, conducted after a conditional offer of employment

• This role is also subject to our broker-dealer’s ongoing regulatory requirements, including but not limited to periodic screening.

• This position is not eligible for visa sponsorship

Benefits

• Monthly reimbursement toward medical, dental, and vision premiums

• Paid sick leave and paid federal holidays

Equal Opportunity

Michael Shieh provides equal employment opportunity to all applicants without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, military or veteran status, or any other characteristic protected by applicable federal, state, or local law.