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Investment Advisor Assistant Jobs (NOW HIRING)

PNC Bank

Investment Advisor I

Washington, DC · On-site

As an Investment Advisor I within PNC's Institutional Asset Management organization, you will be ... business efforts Assist with preparation of proposals, pitch materials, and client meeting ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

RubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and ... Demonstrate technical competence in financial planning and with investments * Assist in development ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

RubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and ... Demonstrate technical competence in financial planning and with investments * Assist in development ...

StaffBuffalo

Investment Advisor Associate

Buffalo, NY · On-site

$100K - $120K/yr

Investment Advisor Associate Overview: StaffBuffalo is working with a wealth management company in ... Responsibilities: * Assist advisors with financial planning preparation, portfolio reviews, account ...

Lincoln Investment

Retirement Processor

Tallahassee, FL · On-site

... Investment Advisor Representatives and Registered Representatives. Address and solve any potential issues with paperwork prior to processing with vendors. Assist with customer service needs and other ...

PNC

Senior Counsel--Investment Advisor

Pittsburgh, PA · Hybrid

$132K - $133K/yr

This position will focus heavily on advising under the Investment Advisers Act of 1940 and the ... · Assist in the drafting, review, and updating of advisory agreements, engagement letters ...

New

Corebridgefinancial

Advisor Assistant

Shreveport, LA · Hybrid

$22.84/hr

Respond to client requests for forms or marketing literature. * Assist with processing paperwork ... investment advisers, and other federal and state pay-to-play rules. Candidates for the role must ...

Corebridgefinancial

Advisor Assistant

Richmond, VA · Hybrid

$24 - $26/hr

Respond to client requests for forms or marketing literature. * Assist with processing paperwork ... investment advisers, and other federal and state pay-to-play rules. Candidates for the role must ...

Corebridgefinancial

Advisor Assistant

Richmond, VA · Hybrid

$24 - $26/hr

Respond to client requests for forms or marketing literature. * Assist with processing paperwork ... investment advisers, and other federal and state pay-to-play rules. Candidates for the role must ...

Corebridge Financial

Advisor Assistant

Shreveport, LA · On-site

$22.84/hr

Respond to client requests for forms or marketing literature. * Assist with processing paperwork ... investment advisers, and other federal and state pay-to-play rules. Candidates for the role must ...

Corebridgefinancial

Advisor Assistant

$22.84 - $25/hr

Respond to client requests for forms or marketing literature. * Assist with processing paperwork ... investment advisers, and other federal and state pay-to-play rules. Candidates for the role must ...

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Investment Advisor Assistant information

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$28.5K

$54.2K

$91K

How much do investment advisor assistant jobs pay per year?

As of Aug 16, 2026, the average yearly pay for investment 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 an investment advisor assistant do?

An Investment Advisor Assistant plays a vital role in maintaining strong advisor-client relationships by handling administrative tasks such as scheduling meetings, preparing account documentation, processing client requests, and ensuring all client communications are timely and accurate. They often serve as the first point of contact for clients, addressing routine inquiries and relaying more complex concerns to the investment advisor. This support allows advisors to focus on portfolio management and strategic planning, while ensuring that clients receive prompt and attentive service.

What are the key skills and qualifications needed to thrive as an investment advisor assistant?

To thrive as an Investment Advisor Assistant, you need a solid understanding of financial services, investment products, and administrative support, typically supported by a degree in finance or business. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is commonly required. Strong organizational skills, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate client support, maintaining regulatory standards, and contributing to the advisor’s efficiency and client satisfaction.

What is the difference between Investment Advisor Assistant vs Financial Advisor Assistant?

AspectInvestment Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, and possibly CFPSimilar certifications, often the same as Investment Advisor Assistant
Work EnvironmentSupports investment advisors in managing client portfoliosSupports financial advisors in client service and administrative tasks
Employer & IndustryFinancial services firms, investment firms, wealth managementFinancial planning firms, wealth management, banking
Search & Comparison IntentOften compared for roles supporting investment advisory servicesSimilar roles in financial planning support

The Investment Advisor Assistant and Financial Advisor Assistant roles share many similarities, including required certifications and work environments. Both support financial professionals in client management and administrative tasks within the financial services industry. The main difference lies in the focus: Investment Advisor Assistants primarily support investment advisors managing portfolios, while Financial Advisor Assistants often assist financial planners providing comprehensive financial planning services.

What is an investment advisor assistant?

Investment Advisor Assistants are professionals who support investment advisors or financial planners by performing administrative, clerical, and client service tasks. Their responsibilities often include preparing reports, scheduling client meetings, managing correspondence, updating client records, and assisting with research on investment products. They help ensure that advisors can focus on providing personalized financial advice, while maintaining smooth office operations and high levels of client satisfaction.
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Cities with the most Investment Advisor Assistant job openings:

What are the most commonly searched types of Investment Advisor jobs?

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What states have the most Investment Advisor Assistant jobs?

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Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Financial Advisor Assistant

FAMILY FINANCIAL ADVISORS INC

Fruitland Park, FL • On-site

$45K - $55K/yr

Full-time

Re-posted 20 days ago

Job description

Job Summary
We are seeking a Financial Advisor Assistant (Servicing Advisor) to join our team. In this role, you will field inbound calls, generate analyses, prepare annual review fee billing, and update financial plans for client meetings. Prepare, process, and review new account paperwork, money transfers, and other service requests via paper or DocuSign software. Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail. Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with an industry license (Series 6) with a minimum of one to three years of industry experience assisting a Financial Advisor is mandatory. Must dress and act professionally with strong communication skills. 

Responsibilities
  •  Client Relationship Management: Act as the primary point of contact for routine client inquiries, initiate account withdrawals, update account beneficiaries, change bank ACH deposit instructions, and handle other day-to-day service requests. 
  • Track Trade Execution & Account Maintenance: Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the senior advisor.
  • New Account Openings & Depositing Funds To Existing Accounts: Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document preparation while complying with a myriad of compliance rules.
  • Updating Financial Plans For Annual Review Or Initial Preparation: Analyze client data, run financial planning software (like eMoney or Retire-Up), and assist the creation of comprehensive financial, tax, beneficiary, and cash flow analyses.
  • Meeting Preparation & Follow-up: Prepare analyses accommodating client meeting agendas and draft post-meeting summaries and action items.
  • Compliance & Documentation: Ensure all client interactions, trade tickets, and financial files meet industry compliance and regulatory standards.
  • Compliance & Research: Ensure all documentation aligns with regulatory standards (e.g., SEC/FINRA) and assist the advisor with basic financial analysis and investment research to maintain the firm's investment shelf.
  • Embrace a willingness to learn and grow as a professional through continuing education, online seminars, and other training opportunities.
Qualifications
  • Bachelor’s degree in finance, accounting, or a related field preferred
  • Previous experience assisting a Financial Advisor 
  • Current certificate of qualifications preferred but not mandatory
  • Ability to explain complex financial information in simple terms
  • Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software