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Financial Advisor Assistant Part Time Jobs in Missouri

Care Office Assistant - Part Time

Ozark, MO · On-site

$15 - $19.75/hr

Job Type Part-time Description Job Summary Provide administrative and organizational support to the ... Spending time together on days off and when extra time is available. 3. Keep personal finances in ...

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Financial Firm is seeking a part-time (18-21 hours per week) Administrative Assistant to join our ... This position will service and support clients for two Registered Investment Advisors * General ...

Care Office Assistant - Part Time

Ozark, MO · On-site

$15 - $19.75/hr

New Baby Gifts: order supplies and put together the gift boxes as needed * Assist Pastoral Care ... Spending time together on days off and when extra time is available. 3. Keep personal finances in ...

Care Office Assistant - Part Time

Ozark, MO · On-site

$15 - $19.75/hr

New Baby Gifts: order supplies and put together the gift boxes as needed * Assist Pastoral Care ... Spending time together on days off and when extra time is available. 3. Keep personal finances in ...

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Showing results 1-20

Financial Advisor Assistant Part Time information

See Missouri salary details

$26.7K

$50.9K

$85.4K

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

As of Aug 25, 2026, the average yearly pay for financial advisor assistant part time in Missouri is $50,882.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $59,100.00 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 Missouri are hiring for Financial Advisor Assistant Part Time jobs?

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

Infographic showing various Financial Advisor Assistant Part Time job openings in Missouri as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $50,882 per year, or $24.5 per hour.

Office Assistant Part Time

Union, MO • On-site

$18/hr

Full-time, Part-time

Posted 11 days ago


Job description

The Position

The Office Assistant - Part Time performs administrative and office support activities for multiple supervisors. Duties may include fielding telephone calls and emails from customers and vendors, receiving and directing visitors, responding to reviews, data processing contracts and payments, word processing, creating spreadsheets and presentations, and filing. Extensive typing and software skills are required, as well as Internet research abilities and strong communication skills.Experience in QuickBooks is preferred but will train candidates withdemonstrated ability to learn financial software.


Office Assistant Part Time

Wage Range: $18.00 to$ $ based on experience - Possibility of full time for the right candidate.

Part time Hours:25 hour position.5 hours per day 11-4p or negotiated division of hours with the right candidate


Reports to: The Office Assistant - Part Timereports directly to the Customer Service Accounts Manager and / or Owner and indirectly to the Operations Manager and Sales Manager.


Education, Experience & Expectations:

  • Self motivated with a proactive attitude
  • Ability to anticipate needs and take initiative to solve problems
  • Excellent written and verbal communication skills
  • Highly responsible and dependable
  • Organized and detail oriented
  • Strong time management skills with the ability to prioritize tasks effectively
  • Demonstrated experience in a similar administrative or support role

This position requires proficiency in Word, Excel, PowerPoint, QuickBooks, andGoogle Suite.Will train the right candidate in industry specific software as well as Facebook, and Google Review.


Job Duties

ACCOUNTS

  • send customer invoices -- mail/email apply pre-payments as needed.
  • check "delivery status" periodically for invoices that did not deliver correctly.
  • A/R Monitor and assist in notices,18 day watch list
  • input customer payments in QuickBooks and record on the deposit sheet.
  • Enter all bills/expenses/ inventory into QuickBooks
  • Check vendor statements to verify pending or missed invoices.

ESTIMATES

  • Data entry estimates based on the worksheets given by the estimator and sent via mail or email.
  • record sent estimates in pending excel and write on the work board.
  • follow up with customers who have not responded.
  • If accepted, save a copy of the signed estimate to the vault and print the signature page. erase from the pending board and excel. put it in the approved folder.

CUSTOMERS

  • check email & respond to customer.
  • check voicemail and call customer back to let them know we got the message.
  • Answer phones: take messages and answer questions the best you can using templates.
  • record estimate requests in waiting list excel and give requests to phil.

FACILITIES

  • keep track and order supplies with Admin when necessary.
  • organize supply storage areas.
  • clean based on daily/weekchart
  • soda machine
  • uniform inventory

Who Are We

The Grounds Guys of Union is a locally owned and operated landscaping company.We have deep roots in the community and care about our customers.However, The Grounds Guys began with a single vision shared between 10 brothers. Originally, we opened our doors as Sunshine Grounds Care in 1987. As time passed and more brothers joined in the project, it became a widely recognized brand built on the principles of excellent workmanship, customer satisfaction, and real care.

The Grounds Guys since 2010has exploded nationwide with more than 180 franchise locations around the country. Despite these exciting developments, our original vision for hard work and value has remained the same.


Reference Check and Backgrounds Checks apply.

Resume Mandatory for application.

The Grounds Guys are an Equal Opportunity Employer

#INDGGUNMO