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Financial Advisor Assistant Jobs in Arizona (NOW HIRING)

Vertex Wealth Advisors

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Paraplanner/Financial Advisor's Assistant

Scottsdale, AZ · On-site

$29 - $42/hr

This role provides support to financial advisors through trading and money movement, and business processing. Coordinates/tracks projects. Responsibilities and Time Allocation * Trading and money ...

Heffernan Financial

Financial Advisor

Flagstaff, AZ · On-site

$100K - $150K/yr

The Financial Advisor will have a deep understanding of investment markets and an ability for ... Help educate and assist with performance of internal Client Service members. * Communicate ...

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management ...

First Command

Financial Advisor

Glendale, AZ

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our ...

First Command

Financial Advisor

Sierra Vista, AZ

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our ...

First Command

Financial Advisor

Tempe, AZ

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our ...

First Command

Financial Advisor

Tucson, AZ

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our ...

Renaissance Financial

Financial Advisor

Phoenix, AZ

Required registrations and licenses to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Arizona

Financial Advisor Assistant information

See Arizona salary details

$26.6K

$50.5K

$84.8K

How much do financial advisor assistant jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial advisor assistant in Arizona is $50,550.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $58,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Arizona?

The most popular types of Financial Advisor jobs in Arizona are:

What are popular job titles related to Financial Advisor Assistant jobs in Arizona?

For Financial Advisor Assistant jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Assistant jobs in Arizona look for?

The top searched job categories for Financial Advisor Assistant jobs in Arizona are:

What cities in Arizona are hiring for Financial Advisor Assistant jobs?

Cities in Arizona with the most Financial Advisor Assistant job openings:

What are popular job titles related to Financial Advisor Assistant jobs in AZ?

For Financial Advisor Assistant jobs in AZ, the most frequently searched job titles are:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Arizona as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, and 15% Remote job distribution, with an average salary of $50,550 per year, or $24.3 per hour.

Paraplanner/Financial Advisor's Assistant

Vertex Wealth Advisors

Scottsdale, AZ • On-site

$29 - $42/hr

Full-time

Medical, Retirement, PTO

Re-posted 2 days ago

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After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

This role provides support to financial advisors through trading and money movement, and business processing. Coordinates/tracks projects.

Responsibilities and Time Allocation

  • Trading and money movement in client accounts
  • Completion of forms and applications for client and advisor signature
  • Depositing of checks and stock certificates
  • Performing other allowable duties as assigned by the financial advisors and senior staff

Back Office Advisor Support Duties

  • Researching and answering questions for clients, if requested and as allowable, related to the servicing of their accounts
  • Review and update client information as needed for client meeting. Attending and participating in client meetings if necessary
  • Managing and resolving client service problems
  • Effective communication with clients and other advisor/staff
  • The above responsibilities and duties may change over time to meet the need of the practice and can include other duties as assigned by the advisor

Key Traits of a Successful Paraplanner:

  • Direct attention to detail and organization
  • Thorough understanding of investment account types (managed vs brokerage) and tax treatment distinctions among various account types
  • Knowledgeable regarding features, distinctions and relative strengths of investments, term and cash value life insurance, disability, long-term care and hybrid insurance
  • Effective and efficient time management
  • Polite and clear phone manner and e-mail composition
  • Ability to multi-task
  • Adherence to rules and regulations as stated and required by advisor, Ameriprise Financial, regulatory agencies
  • Ability to support and provide guidance for compliance within the practice
  • Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

  • 2+ years of similar experience
  • Preferably has the following licenses - Series 7, Series 66, and State life, accident and health insurance licenses

*Please note, this role will not develop into a financial advisor.*