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Financial Advisor Assistant Jobs in Mobile, AL (NOW HIRING)

First Horizon Bank

Financial Advisor II

Mobile, AL

Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy ...

New York Life

Financial Advisor

Mobile, AL · On-site

Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Mobile, AL

Financial Advisor Assistant information

See Mobile, AL salary details

$25.8K

$49.2K

$82.5K

How much do financial advisor assistant jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial advisor assistant in Mobile, AL is $49,199.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,200.00 and $57,100.00 per year, depending on experience, location, and employer.

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 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 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.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

What are the most commonly searched types of Financial Advisor jobs in Mobile, AL?

The most popular types of Financial Advisor jobs in Mobile, AL are:

What are popular job titles related to Financial Advisor Assistant jobs in Mobile, AL?

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

What job categories do people searching Financial Advisor Assistant jobs in Mobile, AL look for?

The top searched job categories for Financial Advisor Assistant jobs in Mobile, AL are:

What cities near Mobile, AL are hiring for Financial Advisor Assistant jobs?

Cities near Mobile, AL with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Mobile, AL as of August 2026, with employment types broken down into 77% Full Time, 18% Part Time, and 5% Contract. Highlights an 85% In-person, and 15% Remote job distribution, with an average salary of $49,199 per year, or $23.7 per hour.

Financial Advisor II

First Horizon Bank

Mobile, AL

Part-time

Re-posted 4 hours ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

38th of 172 rated banks

Job description

Location: On site at location listed in job posting.

Weekly Scheduled Hours: Monday - Friday 9-5

Summary

As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.

Key Responsibilities 

• Drive growth in your market and achieve revenue and profitability goals.
• Actively communicate the firm’s value proposition and advice-based service offering to all stakeholders.
• Develop client relationships through internal banker referral partners and external COIs.
• Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate.
• Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships.
• Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions.
• Engage your connectivity in the community to foster business development.

Qualifications:
• 4+ years experience in the Financial Services industry.
• Bachelor's Degree required from accredited college or university.
• Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
• Excellent consultative sales skills, with demonstrated business development track record.
• Strong written and oral communication skills.

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