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Financial Advisor Assistant Jobs in California (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

Be Seen First

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 ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in California

Financial Advisor Assistant information

See California salary details

$28.1K

$53.5K

$89.8K

How much do financial advisor assistant jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial advisor assistant in California is $53,535.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $62,200.00 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 California? The most popular types of Financial Advisor jobs in California are:
What are popular job titles related to Financial Advisor Assistant jobs in California? For Financial Advisor Assistant jobs in California, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in California look for? The top searched job categories for Financial Advisor Assistant jobs in California are:
What cities in California are hiring for Financial Advisor Assistant jobs? Cities in California with the most Financial Advisor Assistant job openings:
What are popular job titles related to Financial Advisor Assistant jobs in CA? For Financial Advisor Assistant jobs in CA, the most frequently searched job titles are:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $53,535 per year, or $25.7 per hour.

Financial Advisor Assistant

Firefighters First Credit Union

Pasadena, CA • On-site

$53K - $59K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description

The position can work out of our offices in Pasadena, CA or Hendersonville, TN.



Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.


Currently, we have an immediate opening for a Client Services Representative to join our Investment Services team! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.


Primary Responsibilities:

  • Handling customer relation issues to assist in both the retention and acquisition of assets under management.
  • Prioritizing client/prospect contacts to maximize sales efforts.
  • Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
  • Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services.
  • Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
  • Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc.


Basic Qualifications:

  • Education: High school diploma or GED.
  • Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
  • Previous administrative assistance preferably within the financial services industry.
  • All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.


Benefits:

We offer exceptional benefits to our employees, including:

  • Competitive salary with a pay for performance bonus
  • Fully paid Medical, Dental, and Vision benefits package for employees.
  • Fully paid Life insurance, AD&D, short and long-term disability coverage
  • 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%
  • Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program
  • Pet Insurance
  • 3 weeks of PTO annually including 2 ½ days of float time.
  • 9 paid holidays plus 2 half days


Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.