Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Associate Financial Advisor
Milwaukee, WI · On-site
The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...
Associate Financial Advisor
Milwaukee, WI · On-site
The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...
Associate Financial Advisor
Milwaukee, WI · On-site
The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...
Associate Financial Advisor
Milwaukee, WI · On-site
The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Financial Advisor
Racine, WI · On-site
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this ...
Financial Advisor
Racine, WI · On-site
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this ...
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this ...
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Milwaukee, WI · 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 ...
Financial Advisor
Milwaukee, WI · 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Wauwatosa, WI · 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 ...
Financial Advisor
Wauwatosa, WI · 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 ...
Financial Advisor
Whitefish Bay, WI · 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 ...
Financial Advisor
Whitefish Bay, WI · 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Milwaukee, WI · 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 ...
Financial Advisor
Milwaukee, WI · 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 ...
Financial Advisor
Wauwatosa, WI · 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 ...
Financial Advisor
Wauwatosa, WI · 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor Assistant information
See Racine, WI salary details
$26.7K - $32.1K
9% of jobs
$32.1K - $37.4K
14% of jobs
$38.5K is the 25th percentile. Wages below this are outliers.
$37.4K - $42.7K
13% of jobs
The median wage is $48K / yr.
$42.7K - $48K
15% of jobs
$48K - $53.4K
14% of jobs
$57.7K is the 75th percentile. Wages above this are outliers.
$53.4K - $58.7K
14% of jobs
$58.7K - $64K
10% of jobs
$64K - $69.3K
6% of jobs
$69.3K - $74.7K
3% of jobs
$74.7K - $80K
2% of jobs
$80K - $85.3K
1% of jobs
$26.7K
$50.9K
$85.3K
How much do financial advisor assistant jobs pay per year?
As of Aug 24, 2026, the average yearly pay for financial advisor assistant in Racine, WI is $50,864.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $59,100.00 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?
| Aspect | Financial Advisor Assistant | Financial Planner Assistant |
|---|---|---|
| Certifications | Typically requires FINRA Series 6 or 7, and possibly Series 65 or 66 | Similar certifications, often the same licensing requirements |
| Work Environment | Supports financial advisors in client meetings, administrative tasks, and research | Assists financial planners with planning, client communication, and documentation |
| Employer & Industry Usage | Used by financial advisory firms, banks, and wealth management companies | Commonly 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 Racine, WI?
The most popular types of Financial Advisor jobs in Racine, WI are:
What are popular job titles related to Financial Advisor Assistant jobs in Racine, WI?
For Financial Advisor Assistant jobs in Racine, WI, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Racine, WI look for?
The top searched job categories for Financial Advisor Assistant jobs in Racine, WI are:
What cities near Racine, WI are hiring for Financial Advisor Assistant jobs?
Cities near Racine, WI with the most Financial Advisor Assistant job openings:
Full-time
Re-posted 6 days ago
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Overview
Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts.
Key Responsibilities:
Job Requirements:
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts.
Key Responsibilities:
- Understanding of and ability to articulate full scope of JFG products and services.
- Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor.
- Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems.
- Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through.
- Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently.
- Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting.
- Support Advisor in marketing of his/her business including but not limited to; materials, events and communications.
- Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems.
- Manage and enter data through use of Financial Planning operating systems.
- Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer.
Job Requirements:
- HS diploma required, Bachelor's degree preferred and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree.
- Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire.
- Life and health licenses desired.
- Strong internal and external communication skills, established ability to develop relationships with key business partners.
- Expert customer service and time management skills required.
- Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
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