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Financial Advisor Assistant Salary

The median pay for Financial Advisor Assistants comes out to approximately $41K annually in the United States, but employers in New York offer the most; the average salary in that city is around $56K. Financial Advisor Assistants will also find cushy salaries in Seattle (+28 percent) and Columbus (+24 percent). The information for this snapshot was generated by responses to the PayScale salary survey.
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$27,907 - $58,133
(Median)
$28K
$41K
$58K
MEDIAN: $41,013
10%
50%
90%

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$11.51 - $21.61
(Median)
$12
$15
$22
MEDIAN: $15.00
10%
50%
90%

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National Salary Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$21K$42K$63K
Salary
$27,907 - $58,133  
   
Bonus
$440.42 - $10,155  
Profit Sharing
$900 - $15,742  
Commission
$2,948 - $12,335  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$26,731 - $60,122  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 230
National Hourly Rate Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$11$22$33
Hourly Rate
$11.51 - $21.61  
   
Overtime
$1.51 - $23.84  
National Annualized Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$22K$44K$66K
Bonus
$440.42 - $10,155  
   
Commission
$2,948 - $12,335  
Profit Sharing
$900 - $15,742  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$26,731 - $60,122  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 110

Find Out Exactly What You Should Be Paid

United States (change)


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Job Description for Financial Advisor Assistant

A financial advisor assistant is generally tasked with assisting a financial advisor with administering all aspects of client accounts. The assistant is generally the first person to interact with clients when they call, email, or come into the office. The financial advisor assistant normally works closely with one financial advisor, but they also assist other financial advisors and have frequent, extensive contact with customers. The assistant must warmly greet clients and prospective clients who enter the office, as well as handle the financial advisor's appointment calendar, accept incoming calls, and make outgoing calls. Additionally, they handle email and mail correspondence, input transactions for client accounts, and monitor client files for compliance with various regulations. More experienced assistants may make investment recommendations and eventually transition into a financial advisor position.

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Financial Advisor Assistant Tasks

  • Handle financial operational problems, such as issues with statements and transactions.
  • Assist financial advisor with client support and time management.
  • Schedule appointments and assist clients with paperwork.

Financial Advisor Assistant Job Listings

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Popular Employer Salaries for Financial Advisor Assistant


With a median salary of only $31K, The Northwestern Mutual Life Insurance Company pays the least. It seems that the compensation range of $26K to $59K isn't that wide, either.

Popular Skills for Financial Advisor Assistant


Financial Advisor Assistants report using a wide range of professional skills. Most notably, facility with Operations Management, Investment Planning, and Office Management are correlated to pay that is significantly above average, leading to increases of 28 percent, 27 percent, and 17 percent, respectively. Skills that are correlated to lower pay, on the other hand, include Client Interaction and Customer Relationship Management. Most people skilled in Client Interaction are similarly competent in Customer Relationship Management (CRM).

Pay by Experience Level for Financial Advisor Assistant

Median of all compensation (including tips, bonus, and overtime) by years of experience.


The average worker who claims fewer than five years of experience earns around $37K. In contrast, however, individuals who report five to 10 years in this occupation see a much larger median of $44K. People with 10 to 20 years of experience make an average of about $46K in this role. Survey participants with more than two decades under their belts actually report earning less than people with less experience; the former take home only $44K on average.

Related Job Salaries

United States (change)

Experience Affects Financial Advisor Assistant Salaries


Mid-Career
up arrow 11%

Late-Career
up arrow 11%

National Average
$40,000


Skills That Affect Financial Advisor Assistant Salaries

Operations Management
up arrow 28%

Investment Planning
up arrow 27%

Office Management
up arrow 17%

Financial Applications
up arrow 14%

Financial Advisor
up arrow 7%

Financial Analysis
up arrow 6%

National Average
$40,000

Customer Service
up arrow 1%

Customer Relationship Management (CRM)
up arrow 3%

Client Interaction
up arrow 4%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 62 votes.

Gender

Female
78 %
Male
22 %

Years of Experience

Less than 1 year
5%
1-4 years
53%
5-9 years
23%
10-19 years
15%
20 years or more
4%

Common Health Benefits

medical benefits Medical: 52% dental benefits Dental: 35%
vision benefits Vision: 21% employee benefits None: 45%
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