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Financial Advisor Assistant Jobs in Ridgeland, MS

Tower Loan

Financial Analyst

Flowood, MS · On-site

The Financial Analysts help drive smart, data-informed decisions that power our continued growth. This role will transform complex financial data into actionable insights that support strategic ...

Best Buy

Delivery Assistant

Madison, MS · On-site

$12.25 - $15.25/hr

Provide a seamless client experience by advising on product placement and giving recommendations ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

Latham & Watkins LLP

OGC Assistant - Compliance

Jackson, MS · On-site

$60K - $70K/yr

... advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers around the world. Our investment in people, commitment to ...

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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 7, 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 Analyst

Tower Loan

Flowood, MS • On-site

Full-time

Re-posted 15 days ago

Tower Loan rating

6.9

Company rating: 6.9 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

We take pride in what we do! Deciding to come grow with us is an exciting opportunity to enhance your career success stories. You are the center to what we do. We would love to have you here!
The Financial Analysts help drive smart, data-informed decisions that power our continued growth. This role will transform complex financial data into actionable insights that support strategic planning, budgeting, and performance optimization.
Duties/Responsibilities:
  • Perform in-depth financial analysis focused on budgeting, forecasting, cost tracking, and revenue optimization.

  • Deliver clear, concise financial reports and dashboards that highlight trends, variances, and actionable insights for leadership.

  • Build and maintain robust financial models to assess business scenarios, capital investments, and strategic initiatives.

  • Conduct variance analysis to explain deviations from budgets and forecasts, identifying key business drivers.

  • Partner with internal teams to gather and validate financial data while ensuring alignment across departments.

  • Analyze market trends, competitor benchmarks, and economic indicators to provide context for financial decisions.

  • Monitor and report on KPIs to measure progress toward financial goals and strategic objectives.

  • Support annual budget development, long-range financial planning, and mid-year reforecasts.

  • Collaborate with accounting and audit teams to ensure accurate financial records and regulatory compliance.

  • Stay current on best financial practices, tools, and industry developments to enhance processes and reporting capabilities.

  • Take on special projects and provide ad hoc analysis as requested.

  • Perform all other duties as assigned.

Required Skills/Abilities:
  • Strong organizational and analytical skills with a keen eye for detail and accuracy.

  • Highest level of integrity, honesty, and ethical behavior when handling sensitive and confidential information.

  • Strong problem-solving abilities and a proactive attitude toward resolving issues.

  • Strong knowledge of financial statements, financial metrics, and accounting principles.

  • Ability to present complex financial information clearly and concisely.

  • Demonstrates strong interpersonal skills with the ability to work effectively both independently and as part of a collaborative team environment.

  • Computer skills, including advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.)

Education and Experience:
  • Bachelor's degree in accounting, finance, economics, or business administration required.

  • Proven experience as a Financial Analyst or in a similar analytical role.

  • Proficient in financial modeling and data analysis.

Physical Requirements:
  • Stand, walk, and/or sit for eight (8) hours a day

  • Communicate effectively, verbally, written, in person, via telephone, or electronically.

  • Lift and maneuver up to 20 lbs.

The above description outlines the most significant job functions performed, but may include other similar functions or assignments not explicitly mentioned.

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