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Financial Advisor Assistant Jobs in Ridgeland, MS

Wayne Farms LLC

Financial Analyst

Flowood, MS · On-site

Provide support and assist in development of annual operating plan * Understand, analyze and make recommendations on financial performance as compared to * industry benchmarks * Develop, maintain and ...

Tower Loan

Financial Analyst

Flowood, MS · On-site

$52 - $80/hr

## Financial AnalystApplylocations: Flowood MStime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 31, 2026 (30+ days left to apply)job requisition id: JR1990**We take pride ...

Towerloan

Financial Analyst

Flowood, MS

Perform in-depth financial analysis focused on budgeting, forecasting, cost tracking, and revenue optimization. * Deliver clear, concise financial reports and dashboards that highlight trends ...

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Showing results 21-40

All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Ridgeland, MS

Financial Advisor Assistant information

See Ridgeland, MS salary details

$23.7K

$45.2K

$75.8K

How much do financial advisor assistant jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial advisor assistant in Ridgeland, MS is $45,196.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,200.00 and $52,500.00 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 popular job titles related to Financial Advisor Assistant jobs in Ridgeland, MS?

For Financial Advisor Assistant jobs in Ridgeland, MS, the most frequently searched job titles are:

What cities near Ridgeland, MS are hiring for Financial Advisor Assistant jobs?

Cities near Ridgeland, MS with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you

Financial Consultant

WealthBridge Financial Group

Pearl, MS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 29 days ago

Job description

Financial Consultant | WealthBridge

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply