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

Academic Advisor

Bandon, OR

$39K - $48K/yr

Coordinate scholarship opportunities and provide support for college applications and financial aid ... * Assist students with scholarship applications, essays, and deadlines. Alternative Education and ...

Academic Advisor

Bandon, OR · On-site

$39K - $48K/yr

Coordinate scholarship opportunities and provide support for college applications and financial aid ... * Assist students with scholarship applications, essays, and deadlines. Alternative Education and ...

Plant Controller

Coquille, OR · On-site

$93K - $125K/yr

Serve as a financial advisor for strategic initiatives and continuous improvement efforts within ... Work closely with mill management to enhance business decision-making. * Assist in the preparation ...

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 ...

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 ...

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 ...

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 ...

Plant Controller

Coquille, OR

$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 ...

Phlebotomy Lab Assistant

Roseburg, OR · On-site

$19.25 - $25.25/hr

Certify student attendance in classes by the established deadline for financial aid purposes * Use ... advisement of students, work with any external partners and work cooperatively with academic ...

Loan Specialist

Roseburg, OR · On-site

$44K - $66K/yr

... financial information into applicable systems to assist in loan document generation, account ... Participate in community events, local advisor meetings, customer appreciation days, farm visits ...

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Showing results 1-20

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 Jul 29, 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 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.

Is it hard to become a FA?

Becoming a financial advisor assistant typically requires strong communication skills, attention to detail, and some knowledge of financial products. Many positions prefer candidates with a bachelor's degree and relevant certifications or training, but the difficulty varies based on the employer and required experience. Gaining industry certifications like the Series 7 or Series 66 can improve job prospects and advancement opportunities.

How to become an assistant financial advisor?

To become an assistant financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant experience through internships and obtaining certifications such as the Series 7 or Series 66 license can improve job prospects; strong communication and organizational skills are also important. Some firms may require ongoing training or licensing to assist with client management and financial planning tasks.

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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA, along with a focus on high-value financial planning and investment management.

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 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 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:
Infographic showing various Financial Advisor Assistant job openings in Remote, OR as of July 2026, with employment types broken down into 95% Full Time, and 5% Temporary. Highlights an 84% In-person, and 16% Remote job distribution, with an average salary of $54,191 per year, or $26.1 per hour.

$39K - $48K/yr

Other

Re-posted 4 days ago


Job description

Position Title: Academic Advisor
Reports To: Principal 
FLSA Status: Non-Exempt

Position Summary

The Academic Advisor provides comprehensive academic, college, and career guidance services to students in grades 912. This position is responsible for coordinating student academic planning, graduation progress monitoring, testing programs, post-secondary readiness initiatives, and supporting students in achieving their educational and career goals. The Academic Advisor serves as a liaison among students, families, staff, colleges, and community partners to ensure students are prepared for success beyond high school.

Essential Duties and Responsibilities

Academic Advising and Student Support

  • Develop and maintain individual graduation and post-secondary plans for all students.
  • Monitor student progress toward graduation requirements and identify students who are on track/off track for graduation.
  • Meet regularly with students and families regarding academic progress, credit attainment, and future planning.
  • Coordinate and facilitate Advisory programming and activities.
  • Coordinate and facilitate Senior Seminar courses and activities. 

Student Scheduling and Master Schedule

  • Develop and maintain the school's Master Schedule in collaboration with administration.
  • Coordinate student scheduling, including course requests, schedule changes, and placement decisions.
  • Assist students in selecting courses aligned with graduation requirements, career interests, and post-secondary goals. 

Testing and Assessment Coordination

Coordinate and oversee all aspects of the following assessment programs:

  • PSAT
  • SAT
  • PreACT
  • ASVAB

Responsibilities include:

  • Registration and scheduling
  • Communication with students and families
  • Test administration logistics
  • Coordination with testing agencies
  • Distribution and interpretation of results 

Graduation and Records Management

  • Serve as the district's Transcript Specialist, maintaining accurate student transcripts and records.
  • Monitor credit completion and graduation requirements.
  • Coordinate graduation eligibility reviews and communicate requirements to students and families.
  • Assist with commencement planning and verification of graduates. 

College and Career Readiness

  • Coordinate college visits, career exploration opportunities, and post-secondary planning activities.
  • Serve as the liaison for TRIO and other college readiness programs.
  • Coordinate Dual Credit opportunities and support student enrollment and participation.
  • Maintain and oversee Recruit Hippo and other post-secondary planning platforms.
  • Coordinate scholarship opportunities and provide support for college applications and financial aid processes. 

Scholarship Coordination

  • Coordinate and maintain information regarding local, state, and national scholarships.
  • Facilitate the work of the Scholarship Committee, including application processes and scholarship selection procedures.
  • Assist students with scholarship applications, essays, and deadlines. 

Alternative Education and Credit Recovery

  • Coordinate and monitor student participation in Odysseyware and other credit recovery programs.
  • Monitor grading and progress for students participating in alternative learning opportunities. 

Work Experience and Career Development

  • Serve as the Work Experience Liaison between students, employers, and school staff.
  • Coordinate student work-based learning opportunities and maintain required documentation.
  • Develop community partnerships to expand career and internship opportunities for students. 

Athletics and Eligibility

  • Conduct regular Athletic Grade Checks and communicate eligibility information to students, families, coaches, and administration.
  • Coordinate submissions and recognition for OSAA Academic All-State honors and other academic recognitions. 

ASPIRE Program Coordination

  • Serve as the school's ASPIRE Coordinator, including:
    • Recruiting and training mentors
    • Coordinating student participation
    • Facilitating college and career planning activities
    • Maintaining program records and reporting requirements  

Additional Responsibilities

  • Collaborate with administrators, counselors, teachers, families, and community agencies to support student success.
  • Maintain confidentiality of student records and information.
  • Prepare reports and maintain accurate records as required by district, state, and federal regulations.
  • Attend professional development activities and maintain knowledge of college admissions, financial aid, and graduation requirements.
  • Perform other duties as assigned. 

Required Qualifications

  • Experience in secondary education, counseling, academic advising, or student services preferred.
  • Knowledge of Oregon graduation requirements, college admissions processes, and student information systems.
  • Demonstrated ability to work effectively with students, families, and staff. 

Knowledge, Skills, and Abilities

  • Strong organizational and time management skills.
  • Excellent interpersonal and communication skills.
  • Ability to analyze student data and develop intervention plans.
  • Knowledge of college and career readiness programs and resources.
  • Ability to maintain confidentiality and exercise sound judgment.
  • Proficiency with technology, student information systems, and data management platforms. 

Physical Requirements

  • Ability to sit, stand, walk, and communicate effectively throughout the workday.
  • Ability to travel between district sites and attend occasional evening events. 

Terms of Employment

Salary, benefits, and work year shall be established by the Board of Directors and in accordance with district policies and applicable collective bargaining agreements.