ZipRecruiter

Log In

2

Remote Finance Advisor Assistant Jobs (NOW HIRING)

Corebridgefinancial

Advisor Assistant

Tampa, FL · On-site +1

$24/hr

... advisor and client needs. * Assist with the preparation, processing, and tracking of client ... Remote (Houston, TX or Tampa, FL) Why Corebridge? At Corebridge Financial, we prioritize the health ...

Corebridgefinancial

Advisor Assistant

Tampa, FL · On-site +1

$24/hr

... advisor and client needs. * Assist with the preparation, processing, and tracking of client ... Remote (Houston, TX or Tampa, FL) Why Corebridge? At Corebridge Financial, we prioritize the health ...

Corebridgefinancial

Advisor Assistant

Houston, TX · On-site +1

$24/hr

... advisor and client needs. * Assist with the preparation, processing, and tracking of client ... Remote (Houston, TX or Tampa, FL) Why Corebridge? At Corebridge Financial, we prioritize the health ...

Corebridgefinancial

Advisor Assistant

Houston, TX · On-site +1

$24/hr

... advisor and client needs. * Assist with the preparation, processing, and tracking of client ... Remote (Houston, TX or Tampa, FL) Why Corebridge? At Corebridge Financial, we prioritize the health ...

Chloe Vafiadis - Financial Consulting

Be Seen First

Remote Financial Advisor

New York, NY · Remote

$65K - $82K/yr

About us On Chloe Vafiadis' Financial Consulting Team, our main goal is to help and educate ... Fully remote work * Flexible scheduling (build a schedule around your existing commitments) * Full ...

Thrivent Financial

Virtual Financial Advisor - Remote

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom.

Thrivent Financial

Virtual Financial Advisor - Remote

OR · On-site +1

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom.

perdoceo

Finance Advisor I - CTU Online (Remote)

Financial Aid Advisor Apply your active listening and problem-solving skills to carve a path for new students on their journey through the financial aid process. You will connect via phone, email ...

next page

Showing results 1-20

All JobsRemote JobsFinance And Insurance JobsFinancial Services JobsFinancial Analyst JobsRemote Finance Advisor Assistant Jobs

Remote Finance Advisor Assistant information

See salary details

$28.5K

$54.2K

$91K

How much do remote finance advisor assistant jobs pay per year?

As of Sep 12, 2026, the average yearly pay for remote finance 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 is a remote finance advisor assistant?

A Remote Finance Advisor Assistant is a professional who works remotely to support financial advisors in their daily tasks. Their duties often include managing client communications, scheduling meetings, preparing financial documents, conducting research, and assisting with account management. By handling administrative and basic financial tasks, they allow financial advisors to focus more on providing expert advice to clients. This role requires strong organizational, communication, and technical skills to operate effectively in a virtual environment.

How does a remote finance advisor assistant typically collaborate with financial advisors and clients?

As a Remote Finance Advisor Assistant, you will frequently partner with financial advisors to prepare client documents, schedule meetings, and manage client communications. Most interactions occur via digital tools like video conferencing, secure messaging, and shared document platforms. You may also be responsible for gathering client information, processing forms, and ensuring that all compliance requirements are met. Effective communication and attention to detail are essential, as you act as a bridge between clients and advisors, helping to ensure a smooth client experience.

What are the key skills and qualifications needed to thrive as a remote finance advisor assistant, and why are they important?

To thrive as a Remote Finance Advisor Assistant, you need a solid understanding of financial principles, administrative support skills, and often a relevant degree or coursework in finance or business. Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Strong organizational abilities, attention to detail, and effective virtual communication are standout soft skills for this role. These competencies ensure you can efficiently support advisors and clients, maintain data accuracy, and uphold professionalism in a remote work environment.
More about Remote Finance Advisor Assistant jobs

What cities are hiring for Remote Finance Advisor Assistant jobs?

Cities with the most Remote Finance Advisor Assistant job openings:

What states have the most Remote Finance Advisor Assistant jobs?

States with the most job openings for Remote Finance Advisor Assistant jobs include:

What are popular job titles related to Remote Finance Advisor Assistant jobs?

For Remote Finance Advisor Assistant jobs, the most frequently searched job titles are:

Remote Finance Advisor Assistant jobs near you
Infographic showing various Remote Finance Advisor Assistant job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Advisor Assistant

Tampa, FL • On-site, Remote

Corebridgefinancial
See more jobs at Corebridgefinancialexternal

$24/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Key responsibilities

  • Providing administrative support to a financial advisor.

  • Reviewing accounts and creating reports for the financial advisor.

  • Responding to client requests for forms or marketing literature.

Job description

Who We Are
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

  • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
About The Role

This position is vital to the support of the region, leadership, and acts as a partner to many home office departments. The role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team.

Responsibilities

  • Provide comprehensive administrative support to one or more Financial Advisors, ensuring efficient day-to-day operations.
  • Review client account information, prepare reports, and assist with account-related administrative activities.
  • Coordinate appointments and manage complex, multi-calendar scheduling to support advisor and client needs.
  • Assist with the preparation, processing, and tracking of client documentation, forms, and correspondence.
  • Manage client communications, ensuring accuracy, timeliness, and a high level of service.
  • Deliver exceptional client support through high-volume interactions, responding to inquiries and resolving issues in a professional and timely manner.
  • Maintain accurate records and uphold strict confidentiality standards when handling client and business information.

Skills and Qualifications

  • Self-motivated and capable of working independently in a fully remote environment while meeting performance expectations and deadlines.
  • Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint.
  • Strong written and verbal communication skills with the ability to interact professionally and effectively.
  • Demonstrated professionalism, discretion, and commitment to maintaining confidentiality.
  • Excellent organizational skills with the ability to prioritize tasks and manage time effectively.
  • Ability to adapt and thrive in a structured, fast-paced, team-oriented environment.
  • Strong technical aptitude with the ability to navigate multiple applications, systems, and screens simultaneously.
  • Prior customer service experience with a focus on delivering exceptional support and service.
  • High school diploma or equivalent required
  • Ability to work 30-40 hours per week.

Compensation

The basehourly rate of pay for thisposition is up to $24.00 per hour, based on experience.

Work Location

This role offers a fully remote work arrangement; however, applicants must maintain a primary residence within 50 miles of a Corebridge Financial office.

Remote (Houston, TX or Tampa, FL)

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.


Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

AS - Administrative SupportEstimated Travel Percentage (%): No TravelRelocation Provided: NoAmerican General Life Insurance Company

Apply