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Weekend Finance Advisor Assistant Jobs (NOW HIRING)

Financial Advisor Assistant

Atlanta, GA ยท On-site

$70K - $75K/yr

Avery Partners is seeking an experienced, motivated Assistant / Client Financial Advisor to join their team. This is an excellent opportunity for someone who wants to be more than an administrative ...

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Financial Advisor Assistant

Lynbrook, NY ยท On-site

$50K - $80K/yr

Because our practice is growing, we are looking for a dedicated Financial Advisor Assistant to join our close-knit team. Why You'll Love Working Here * Reclaim Your Time: Work locally in Lynbrook.

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... Assistant to join our financial advisory office. This individual will play an important role in supporting our advisors and staff while helping provide an exceptional experience for our clients. The ...

Advisor Assistant

Houston, TX ยท On-site

$24/hr

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 ...

Advisor Assistant

Tampa, FL ยท On-site +1

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor and client needs. * Assist with the preparation, processing, and tracking of client ...

Advisor Assistant

Tampa, FL ยท On-site +1

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor and client needs. * Assist with the preparation, processing, and tracking of client ...

Advisor Assistant

Houston, TX ยท On-site +1

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor and client needs. * Assist with the preparation, processing, and tracking of client ...

FINANCE ADVISOR

Shelby Township, MI ยท On-site

$80K - $100K/yr

The Finance Manager plays a vital role in the process of purchasing a vehicle ... The ideal candidate will assist the customer in getting financed while staying in compliance with ...

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Weekend Finance Advisor Assistant information

See salary details

$28.5K

$54.2K

$91K

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

As of Sep 12, 2026, the average yearly pay for weekend 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 are popular job titles related to Weekend Finance Advisor Assistant jobs?

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

Infographic showing various Weekend Finance Advisor Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% 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

Fruitland Park, FL โ€ข On-site

$45K - $55K/yr

Full-time

Re-posted 18 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