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Financial Advisor Assistant Jobs in Woonsocket, RI

Euclid Financial Services

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Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client's unique financial situation. While in our ...

Euclid Financial Services

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Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client's unique financial situation. While in our ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

The Bulfinch Group

Financial Advisor

Needham, MA · On-site

$55K - $155K/yr

Financial Advisor The Bulfinch Group About the job The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with ...

Northwestern Mutual

Financial Advisor

Providence, RI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$61K - $85K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Ashwood Advisors, LLC

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Financial Assistant

Medfield, MA · On-site

$28K - $40K/yr

Help advisor prepare for client meetings. * Anticipate advisor needs and handle them proactively ... * Assist with data entry of all client financial information. * Track and order all supplies.

Manulife and John Hancock

Financial Advisor

Boston, MA · On-site

$59K - $98K/yr

Supported with an array of resources, Financial Advisors at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically growing our ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Woonsocket, RI

Financial Advisor Assistant information

See Woonsocket, RI salary details

$27.3K

$52K

$87.2K

How much do financial advisor assistant jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial advisor assistant in Woonsocket, RI is $51,979.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $60,400.00 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 Woonsocket, RI?

The most popular types of Financial Advisor jobs in Woonsocket, RI are:

What job categories do people searching Financial Advisor Assistant jobs in Woonsocket, RI look for?

The top searched job categories for Financial Advisor Assistant jobs in Woonsocket, RI are:

What cities near Woonsocket, RI are hiring for Financial Advisor Assistant jobs?

Cities near Woonsocket, RI with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Woonsocket, RI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $51,979 per year, or $25 per hour.

Financial Advisor

Euclid Financial Services

Providence, RI • On-site

$85K - $100K/yr

Full-time

Medical, Retirement, PTO

Re-posted 11 days ago

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Job description

Euclid Financial Services is New England’s go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for business, individuals, and retirees. The firm’s only objective is keeping individuals, at the center of all that they do, while fostering a collaborative environment in which everyone can contribute, develop relationships, and further build our communities.

EFS has an unfailing weekly flow of new prospects that are seeking retirement clarity which is unique to EFS through “The Retirement Factory” our National Radio Show, TV and Referral Programs. We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction Planning and Legacy Planning for individuals or retirees.

EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client’s unique financial situation. While in our corporate office each advisor provides value to the clients through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

Being a part of EFS Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you’re a go-getter with a passion for helping others, we’d love to get to know you.

Education:

  • Bachelor's (Preferred)
  • Series 65 or Series 66 - Mandatory
  • Health Life Insurance Licenses - Mandatory

Responsibilities:

  • Work with clients to help them visualize, timeline and plan out financial goals in discovery conversations
  • Assess clients' assets, liabilities, and overall financial conditions in effort to plan their retirement.
  • ·Conduct meetings, semi-annual reviews to ensure client's needs are being met.
  • Clear daily tasks of tracking and reporting, calls and meet company sales expectations. What you can expect from EFS:

You will have consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Euclid Financial Services is committed to your success.

Requirements:

  • Certification or in process of certification in CFP, RICP
  • Ability to work at a high energy level within a team while still delivering quality client experience.
  • Experience in leading client review meetings
  • Experience and ability to bring in new clients after proposals

Benefits:

  • Advisor Salary
  • Qualified Client Appointments
  • Health insurance - Waiting period - Full Time Employees Only
  • 401k
  • Short-Term DI
  • Accident Insurance
  • PTO time
  • Qualified Financial Bonuses
  • Qualified Bonus Corporate Vacations

Company's website:

  • www.euclidfs.com

Company Description

Euclid Financial Services has been in business for 25 years, helping people ages 55-70 to and through their entire retirement.