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Financial Advisor Assistant Part Time Jobs in Florida

American Family Care

Medical Assistant, Part-Time

Pace, FL · On-site

$16 - $20.50/hr

Make an impact--front desk to triage At American Family Care, our Part-Time Medical Assistants keep ... Register patients, verify insurance eligibility, determine financial responsibility, collect co ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant Part Time JobsFinancial Advisor Assistant Part Time Jobs in Florida

Financial Advisor Assistant Part Time information

See Florida salary details

$21.3K

$40.5K

$68K

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 Florida is $40,537.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,600.00 and $47,100.00 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 in Florida are hiring for Financial Advisor Assistant Part Time jobs?

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

Financial Advisor Assistant Part Time jobs near you
Infographic showing various Financial Advisor Assistant Part Time job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $40,537 per year, or $19.5 per hour.

Administrative Accounting Assistant, part-time

Fort Myers, FL

Diocese of Venice in Florida
Religious Organizations • 1 - 5K employees
Learn more about Diocese of Venice in Floridaexternal

$17.50 - $22.50/hr

Part-time

Re-posted 26 days ago

Job description

Title: Administrative Accounting Assistant, Part-time (25 hrs/wk.)

Reports to: Accountant, Business Manager and Principal

Location: St. Francis Xavier Catholic School | Fort Myers, FL

Classification: Hourly/Non-exempt

Overview

St. Francis Xavier Catholic School is seeking a part-time Administrative Accounting Assistant. The accounting assistant provides support to the school accountant by managing daily transactions, bookkeeping, data entry, and scanning documents into Sage. This position will also ensure accurate financial records, compliance and reporting.

Job Responsibilities:

  • Prepare and input accounts payable into appropriate accounting system.
  • Enter and reconcile credit cards to ensure all documents are provided.
  • Prepare, scan and file all documents in Sage.
  • Maintain and update all vendor accounts in Sage and assuring accuracy.
  • Speak with Vendors regarding their accounts.
  • Other job duties as assigned.

.

  • Bachelor's degree in finance or equivalent preferred.
  • 1 year experience in accounting preferred focus in AP.
  • Experience in Sage.
  • Excellent communication skills, both written and oral.
  • Excellent organizational skills and attention to detail.
  • Exhibits good judgment and keeps confidentiality, is highly motivated and self-directed.
  • Must pass DOV accounting test
  • Must pass DOV assigned level II FDLE background check.

Please note: State of Florida law requires fingerprinting and clearance through the Florida DOE Background Screening Clearinghouse for all school-based positions.

For informational purpose only: https://info.flclearinghouse.com/

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