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Financial Advisor Assistant Jobs (NOW HIRING)

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

The position:  The Financial Advisor is a fully licensed financial professional who manages a book of business, develops new client relationships, and provides comprehensive financial advice. This ...

Means Financial Group

Financial Advisor

Saint Peters, MO · On-site

$120K - $350K/yr

As a Financial Advisor within our dynamic advisory team, you will support a diverse group of ... Provide expert investment advice aligned with client objectives * Assist clients with retirement ...

NestEgg Advisors

Be Seen First

Financial Advisor

Hauppauge, NY · On-site

$70K - $85K/yr

We are seeking a Financial Advisor (FA) who is committed to building a long-term career in ... · Assist with financial planning workshops and educational seminars · Support business ...

Advisor Group

Financial Advisor

Falls Church, VA · On-site

$90K - $108K/yr

Current Employees and Contractors Apply Here Osaic Careers Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s): Falls Church, VA: 3120 Fairview Park Dr ...

LPL Financial

Financial Advisor - Beacon Bank

Utica, NY

$100K - $110K/yr

Bank Financial Advisor - Beacon Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Collect data, create plans using firm standard tools, and assist in presenting results. * Ensure ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Collect data, create plans using firm standard tools, and assist in presenting results. * Ensure ...

Matchstick

Associate Financial Advisor

Mclean, VA · Remote

$90K - $110K/yr

Function as primary back-up to Financial Advisors; assist with trading and strategizing to best accomplish various objectives; serve as direct support to Financial Advisors and Partners by providing ...

Synovus

Financial Advisor Associate

Tampa, FL · On-site

Summary of Position A Financial Advisor Assistant (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in ...

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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 Jun 16, 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.

How much do finance assistants make in the US?

Finance assistants in the US typically earn a median annual salary of around $40,000 to $50,000, depending on experience, location, and employer. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often increase with certifications and familiarity with financial software tools.

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 portfolios, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP or CFA, and a successful track record in managing investments and financial planning. Income varies widely based on location, firm size, and individual performance.

What is a red flag for a financial advisor?

A red flag for a financial advisor is a lack of transparency about fees and compensation, which can indicate potential conflicts of interest. Additionally, unprofessional behavior, failure to provide clear investment strategies, or missing required certifications like the Series 7 or CFP can signal issues with their credibility and trustworthiness.

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.

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Financial Advisor Assistant jobs near you
Financial Advisor

Financial Advisor

Briaud Financial Advisors

College Station, TX

Other

Posted 21 days ago

Job description

Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming up with innovative solutions to clients' problems. This is not a sales job.

Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor, preferably one who has worked in an ensemble, fee-only wealth management firm. Required: CFP, CPA, or JD (Applicants with the JD only should have estate planning experience) Demonstrated excellence in an area (i.e

academics, sports, hobbies, leadership roles outside of work, etc.) Proven ability to explain complex financial concepts simply & meaningfully Firsthand experience managing client relationships Useful Information About Briaud 8 Certified Financial PlannersTM on staff 250 clients, with $470 million under management Offices in College Station and Austin, Texas Fee only since our founding in 1986 * For consideration, please submit a cover letter with resume

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