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Financial Advisor Assistant Jobs (NOW HIRING)

Corebridge Financial

Advisor Assistant

Houston, TX · On-site

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor. * Respond to client requests for forms or marketing literature. * Assist with processing ...

Austin Bank

Financial Service Advisor

Spring, TX

Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics ...

Equitable

OR · Hybrid

$55K/yr

The Advisor Assist Financial Professional is a key member of Equitable's centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial ...

Austin Bank

Financial Service Advisor

Spring, TX · On-site

Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics ...

Corebridgefinancial

Advisor Assistant

Houston, TX · On-site +1

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor. * Respond to client requests for forms or marketing literature. * Assist with processing ...

Corebridgefinancial

Advisor Assistant

Houston, TX · On-site +1

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor. * Respond to client requests for forms or marketing literature. * Assist with processing ...

New

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

In this role, you will have the opportunity to build strong relationships with clients and assist ... Financial Advisors work closely in a team with a Financial Planner and a Client Service ...

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Financial Advisor Assistant information

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$28.5K

$54.2K

$91K

How much do financial advisor assistant jobs pay per year?

As of Jul 8, 2026, the average yearly pay for financial advisor assistant in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 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.

More about Financial Advisor Assistant jobs
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What are popular job titles related to Financial Advisor Assistant jobs? For Financial Advisor Assistant jobs, the most frequently searched job titles are:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

FINANCIAL ADVISOR

Pinnacle Bank/Bank of Colorado

Glenwood Springs, CO • On-site

Full-time

Re-posted 18 hours ago

Job description

Description
GENERAL SUMMARY:
The Financial Advisor serves as a key member of a collaborative advisory team, working closely with a Lead Financial Advisor and Registered Assistant to deliver an exceptional client experience. This role supports all aspects of client service, financial planning preparation, operational workflow, and team-based business development.
 
RESPONSIBILITIES AND DUTIES:
  • Act as a primary point of contact for clients in partnership with the Lead Financial Advisor and Registered Assistant.
  • Support delivery of comprehensive financial planning by preparing plan components, running reports, and gathering client data.
  • Provide timely follow-up on client needs, service requests, and meeting action items.
  • Participate in client meetings with the Lead Advisor, assist with meeting prep, and document outcomes.
  • Work closely with the Lead Advisor and Registered Assistant to maintain a smooth, efficient, and client-focused team environment.
  • Coordinate internal processes, maintain task tracking, and ensure the team is aligned on deadlines and client priorities.
  • Contribute ideas for team improvements, client engagement strategies, and operational efficiencies.
  • Open new accounts and manage updates, paperwork, transfers, money movements, and document retention.
  • Execute trades and rebalance portfolios under the direction of the Lead Financial Advisor.
  • Ensure all workflows meet compliance standards and regulatory requirements.
  • Assist the Lead Advisor with prospecting activities, follow-up, and preparation of proposal materials.
  • Support team marketing efforts, client communications, and outbound engagement.
  • Identify opportunities for cross-selling additional bank and investment services based on client needs.
  • Regularly exercising independent judgement and discretion over matters of significance. 
  • Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. 
  • Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. Therefore, this position cannot be primarily performed remotely.

 
KNOWLEDGE, SKILL, AND ABILITIES:
  • Strong understanding of investment products, financial planning concepts, and advisory workflows.
  • Excellent communication and relationship-building skills with clients and internal team members.
  • High attention to detail, strong follow-through, ability to manage multiple tasks.
  • Professionalism, confidentiality, and adaptability in a team-driven culture.
  • Proficiency with Microsoft Word, Excel, and ability to learn new software quickly.

 
EDUCATION AND EXPERIENCE:
  • Bachelor’s Degree
  • Series 7/66 Securities License.
  • Prefer 2-3 years experience in financial planning or related experience.
  
PHYSICAL REQUIREMENTS:
 
NOTE:  The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More DetailsSeries 7/66 license and 3-5 years' experience