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Financial Advisor Assistant Jobs in Remote, OR (NOW HIRING)

PT&C Group LLC

Tax Advisor

Roseburg, OR · On-site

  • Medical

  • Retirement

The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and ... finances * Provide or assist with accounting services including bookkeeping, payroll, sales tax ...

Platform Accounting Group

Tax Advisor

Roseburg, OR · On-site

  • Medical

  • Retirement

The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and ... finances * Provide or assist with accounting services including bookkeeping, payroll, sales tax ...

Platform Accounting

Tax Advisor

Roseburg, OR · On-site

  • Medical

  • Retirement

The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and ... finances * Provide or assist with accounting services including bookkeeping, payroll, sales tax ...

Roseburg Forest Products

Plant Controller

Coquille, OR · On-site

$113K - $141K/yr

Act as a financial advisor to drive strategic initiatives and continuous improvement within the ... * Assist with preparing annual plan presentations and participate in management meetings as ...

Roseburg

Plant Controller

Coquille, OR · On-site

$113K - $141K/yr

Act as a financial advisor to drive strategic initiatives and continuous improvement within the ... * Assist with preparing annual plan presentations and participate in management meetings as ...

Embarc Advisors

Executive Assistant to the Managing Partner

OR · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Embarc Advisors was built to challenge the traditional extremes of finance careers. We offer a ... Remote (based on Pacific Time zone hours) The Executive Assistant to the Managing Partner is a ...

GovernmentJobs.com

Nursing Assistant Primary Instructor

Roseburg, OR · On-site

$30K - $39K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Certify student attendance in classes by the established deadline for financial aid purposes * Use ... Advising student organizations * Participating in recruiting/retention activities * Any other ...

Columbia Banking System, Inc.

Funding Coordinator

Roseburg, OR

$24 - $27/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Established in 1975, Financial Pacific Leasing, Inc. (a subsidiary of Columbia Bank), is a direct ... follow-up. Advise management of any transaction that may put the company at risk due to lack of ...

Bandon School District

Volunteer Coach

Bandon, OR · On-site

... must advise, coordinate and support a staff of high school assistant coaches and middle school ... FINANCE AND EQUIPMENT: 23. Participates in the budgeting function with the athletic director by ...

All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Remote, OR

Financial Advisor Assistant information

See Remote, OR salary details

$28.5K

$54.2K

$90.9K

How much do financial advisor assistant jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial advisor assistant in Remote, OR is $54,191.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $62,900.00 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 Remote, OR?

The most popular types of Financial Advisor jobs in Remote, OR are:

What are popular job titles related to Financial Advisor Assistant jobs in Remote, OR?

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

What job categories do people searching Financial Advisor Assistant jobs in Remote, OR look for?

The top searched job categories for Financial Advisor Assistant jobs in Remote, OR are:

What cities near Remote, OR are hiring for Financial Advisor Assistant jobs?

Cities near Remote, OR with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Remote, OR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,191 per year, or $26.1 per hour.

Tax Advisor

PT&C Group LLC

Roseburg, OR • On-site

Full-time

Medical, Retirement

Re-posted 29 days ago

Job description

Description:

Due to continuing growth, we are seeking a Tax Advisor to join our team. The Tax Advisor is a key part of our team – you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by providing the highest level of service and oversight to the people we work for. Our teams are collaborative and friendly, and we offer a great work/life balance.


Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices in 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.


What you will do:

  • Prepare individual and business (c-corps, s-corps, partnerships) tax returns. Develop your skills and knowledge to increase complexity and types of returns completed
  • Build, maintain and enhance client relationships and demonstrate knowledge of each client’s business and finances
  • Provide or assist with accounting services including bookkeeping, payroll, sales tax, etc.
  • Identify, research, and resolve tax issues

What we look for:

  • 0-3 year of experience preparing a variety of tax returns
  • Understanding of practices, theories, and policies related to taxes and accounting
  • Bachelor's Degree Required, Master's Degree Preferred
  • EA or CPA desired (or actively working towards licensure)

What we offer:

  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education
Requirements: