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Financial Advisor Assistant Jobs in Montclair, NJ

Ameriprise Financial

Financial Advisor

New York, NY · On-site

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Barnum Financial Group

Financial Advisor

Iselin, NJ · On-site

As a Financial Advisor , you'll work directly with individuals and families to help them make informed financial decisions, protect what matters most, and build toward their long-term goals. With ...

Ameriprise Financial

Financial Advisor

New York, NY · On-site

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Strategic People Advisors

Financial Advisor

Short Hills, NJ · On-site

$150 - $200/hr

Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.

Strategic People Advisors

Financial Advisor

Ridgewood, NJ · On-site

$150 - $200/hr

Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Company ... Maintain client confidentiality and assist in identifying potentially fraudulent activity. Key ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 _____ Company ... Maintain client confidentiality and assist in identifying potentially fraudulent activity. Key ...

Fifth Avenue Financial

Financial Advisor

Manhattan, NY · On-site

$125 - $150/hr

The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for ...

Fifth Avenue Financial

Financial Advisor

Manhattan, NY · Remote

$50K - $175K/yr

The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for ...

Northwestern Mutual

Financial Advisor

Manhattan, NY · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Manhattan, NY · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Manhattan, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Manhattan, NY

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Manhattan, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Florham Park, NJ · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Montclair, NJ

Financial Advisor Assistant information

See Montclair, NJ salary details

$29K

$55.3K

$92.7K

How much do financial advisor assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial advisor assistant in Montclair, NJ is $55,277.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,800.00 and $64,200.00 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 Montclair, NJ?

The most popular types of Financial Advisor jobs in Montclair, NJ are:

What are popular job titles related to Financial Advisor Assistant jobs in Montclair, NJ?

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

What job categories do people searching Financial Advisor Assistant jobs in Montclair, NJ look for?

The top searched job categories for Financial Advisor Assistant jobs in Montclair, NJ are:

What cities near Montclair, NJ are hiring for Financial Advisor Assistant jobs?

Cities near Montclair, NJ with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Montclair, NJ as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $55,277 per year, or $26.6 per hour.

Patient Financial Advisor -Patient Access Department: (Admitting, Outpatient Ambulatory Surgery A...

NewYork-Presbyterian Lower Manhattan Hospital

New York, NY • On-site

$31.12 - $33.32/hr

Full-time

Posted 3 days ago

New

Job description

Start Date:06/26/2026End Date:07/04/2026Description:

Define the patient care experience at New York Presbyterian Hospital

Patient Financial Advisor -Patient Access Department: (Admitting, Outpatient Ambulatory Surgery Areas, & Adult ED) Night Shift: Monday - Friday 12a-8a (Including Rotating Weekends & Holidays)

Make a lasting impression on patients at NewYork-Presbyterian as a Patient Financial Advisor. Assist patients with questions and concerns. Keep families informed. Light up the room with your presence while making the promise of putting patients first a reality. Join a supportive team, and help us deliver superior customer service to our diverse local community. As a member of our administrative team, you'll discover what sets us apart - passion for the individuals and families in our care. Explore this opportunity:

The Patient Financial Advisor serves as the patient's main point of contact and the face of the NewYork-Presbyterian organization as the patient schedules, is approved for, and registers for treatment. Under the supervision of the Administrator, the Patient Financial Advisor is responsible for scheduling patients for visits, tests, and admissions, registering patients when they arrive, screening for medical necessity, and obtaining necessary pre-certifications and authorizations. These tasks must be completed with an emphasis on both accuracy, to ensure payment from third parties, and customer service, to foster a positive patient experience.

The shift for this position isweekdays and includesweekend rotation.

Preferred Criteria

  • Associates degree
  • Spanish bilingual

Required Criteria

  • High school diploma or GED
  • One year of customerservice experience
  • Experience using electronic health information systems for registration and scheduling

Salary Range:

$31.12-$33.32/Hourly

It all begins with you. Our amazing compensation packages start with competitive base pay and include recognition for your experience, education, and licensure. Then we add our amazing benefits, countless opportunities for personal and professional growth and a dynamic environment that embraces every person. Join our team and discover where amazing works.

Apply