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Financial Advisor Assistant Jobs in Vermont (NOW HIRING)

Jambalaya Group

Financial Advisor

South Burlington, VT · On-site

$75K - $100K/yr

  • Retirement

  • PTO

Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to ...

Jambalaya Group

Financial Advisor

South Burlington, VT · On-site

$75K - $100K/yr

  • Retirement

  • PTO

Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to ...

Morgan Stanley

Client Service Associate

Winooski, VT · On-site

$33K/yr

... assist clients with their everyday needs. Duties and Responsibilities: Client Support: * Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Vermont

Financial Advisor Assistant information

See Vermont salary details

$30.3K

$57.7K

$96.8K

How much do financial advisor assistant jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial advisor assistant in Vermont is $57,676.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $67,000.00 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 Vermont?

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

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

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

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

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

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

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

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

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

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Vermont as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $57,676 per year, or $27.7 per hour.

Financial Advisor

Jambalaya Group

South Burlington, VT • On-site

$75K - $100K/yr

Full-time

Retirement, PTO

Re-posted 6 days ago

Job description

We're Hiring: Financial Advisor
GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? GuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team.
Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.
Responsibilities
  • Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals.
  • Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward.
  • Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations.
  • Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends.
  • Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services.
  • Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market.

How to Apply
If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.
Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives.
Equal Opportunity Employer
GuideWorth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.
Requirements
Qualifications
  • Minimum of five years' experience as a financial advisor.
  • Hold Series 7, Series 66, and Life & Health licenses.
  • CFP® designation strongly preferred.
  • Strong interpersonal and communication skills.
  • Highly organized, detail-oriented, and proactive.
  • Book of business preferred, but not required.

Benefits
Compensation & Benefits
  • Initial base compensation range of $75,000 - to $100,000, commensurate with experience.
    • Exempt status
  • Variable compensation based on performance.
  • Comprehensive benefits package, including PTO and paid holidays.
  • 401(k) plan with employer match.
  • Professional development opportunities and practice-provided resources to help grow your client base.

Apply