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Financial Advisor Assistant Jobs in Springfield, MA

Wealth Enhancement Group

VP Financial Advisor

Hartford, CT · On-site

$150K - $170K/yr

The expected pay range for this VP Financial Advisor position is $150,000 to $170,000 annually ... Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of ...

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AdviceOne

Financial Advisor-in-Training

Glastonbury, CT · On-site

They rely on us as they make some of the most consequential financial decisions of their lives. If you're energized by helping people and want a fast track to becoming a trusted advisor, you've come ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Springfield, MA

Financial Advisor Assistant information

See Springfield, MA salary details

$28.4K

$54.1K

$90.7K

How much do financial advisor assistant jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial advisor assistant in Springfield, MA is $54,055.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $62,800.00 per year, depending on experience, location, and employer.

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 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 does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

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 Springfield, MA? The most popular types of Financial Advisor jobs in Springfield, MA are:
What are popular job titles related to Financial Advisor Assistant jobs in Springfield, MA? For Financial Advisor Assistant jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Springfield, MA look for? The top searched job categories for Financial Advisor Assistant jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Financial Advisor Assistant jobs? Cities near Springfield, MA with the most Financial Advisor Assistant job openings:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Springfield, MA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $54,055 per year, or $26 per hour.

Accelerate Your Financial Advisory Career

00001 Ameriprise Financial Inc

Glastonbury, CT • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Ameriprise Financial's Coastal Wealth Management division in Mystic, CT and Glastonbury, CT seeks experienced Financial Advisors to join our client‐focused team. This opportunity emphasizes leveraging an existing book of business to drive growth and deliver personalized financial planning and investment guidance. You will build trusted relationships, expand assets under management, and partner with a collaborative advisory group to help clients achieve long‐term financial goals. #J-18808-Ljbffr

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