8 of the Most Popular Types of Advisor Assistant Jobs in 2026

See what kind of roles similar to Advisor Assistant jobs are hiring now

Top Types Of Advisor Assistant Jobs

• Remote Financial Advisor

  Salary range: $75,000 - $131,000

  As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

• Finance Advisor Assistant

  Salary range: $41,000 - $63,000

  As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.

• Financial Assistant

  Salary range: $38,000 - $54,500

  A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

• Associate Financial Advisor

  Salary range: $40,000 - $82,500

  Associate Financial Advisor is a common job search query. Most salaries for Associate Financial Advisor jobs pay between $40,000 (25th percentile) and $82,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Associate Financial Advisor job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Financial Advisors

  Salary range: $75,000 - $131,000

  Financial Advisors is a popular job search query. Most salaries for Financial Advisors jobs pay between $75,000 (25th percentile) and $131,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Financial Advisors job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Broker Assistant

  Salary range: $39,500 - $51,000

  A broker assistant works for a brokerage house and performs support functions. Job duties often include handling petty cash accounts, keeping records for hedge funds, and taking care of office supplies. Their goal is to identify inconsistencies or missing information, so they may have responsibilities related to entering and analyzing data in the company’s computer systems. A broker assistant may be required to answer client questions, handle billing, and create company communications.

• Remote Finance Advisor Assistant

  Salary range: $41,000 - $63,000

  Remote Finance Advisor Assistant is a more unusual job search query but still may give you interesting job results. Most salaries for Remote Finance Advisor Assistant jobs pay between $41,000 (25th percentile) and $63,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Remote Finance Advisor Assistant job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Hedge Fund Assistant

  Salary range: $69,500 - $125,000

  Hedge Fund Assistant is a more unusual job search query but still may give you interesting job results. Most salaries for Hedge Fund Assistant jobs pay between $69,500 (25th percentile) and $125,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Hedge Fund Assistant job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.