Financial Advisor Assistant Salary (United States)

A Financial Advisor Assistant earns an average salary of $40,656 per year. A skill in Customer Service is associated with high pay for this job. Most people with this job move on to other positions after 20 years in this field.
Financial Advisor Assistant Salary (?
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.
)
$26,765 - $58,121
(Median)
27K
33K
41K
48K
58K
MEDIAN: $40,656
10%
25%
50%
75%
90%
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Financial Advisor Assistant Salary (?
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.
)
$11.00 - $20.86
(Median)
11
15
18
21
MEDIAN: $14.00
10%
50%
75%
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$20K$40K$60K
Salary
$26,765 - $58,121  
   
Bonus
$-0.49 - $10,067  
Profit Sharing
$1,500 - $5,000  
Commission
$1,670 - $12,208  
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).
)
$25,461 - $59,954  
PayScale
Country: United States | Currency: USD | Updated: 3 Sep 2014 | Individuals Reporting: 137
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$10$20$30
Hourly Rate
$11.00 - $20.86  
   
Overtime
$20.32 - $22.01  
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$20K$40K$60K
Bonus
$-0.49 - $10,067  
   
Commission
$1,670 - $12,208  
Profit Sharing
$1,500 - $5,000  
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).
)
$25,461 - $59,954  
PayScale
Country: United States | Currency: USD | Updated: 3 Sep 2014 | Individuals Reporting: 66
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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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Pay by Experience Level for Financial Advisor Assistant

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

Related Job Salaries

Experience Affects Financial Advisor Assistant Salaries

Experienced
up arrow 17%
Late-Career
up arrow 17%
Mid-Career
up arrow 9%
National Average
$39,000
Entry-Level
up arrow 9%

Skills That Affect Financial Advisor Assistant Salaries

Customer Service
up arrow 15%
Financial Advisor
up arrow 10%
Client Interaction
0%
National Average
$39,000

Job Satisfaction

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Highly satisfied
Rated 4 out of 5 based on 48 votes.

Gender

Female
81%
female alumni
 
Male
19%
male alumni

Years of Experience

Less than 1 year
3%
1-4 years
51%
5-9 years
27%
10-19 years
16%
20 years or more
3%

Common Health Benefits

medical benefits Medical: 55% dental benefits Dental: 35%
vision benefits Vision: 19% employee benefits None: 43%
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