Entry-Level Financial Advisor Assistant at Ameriprise Financial, Inc. Salary

The average rate for an Entry-Level Financial Advisor Assistant at Ameriprise Financial, Inc. Is $15.34 per hour.

$27,876 - $52,275
$28K
$40K
$52K
MEDIAN: $39,663
10%
50%
90%

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$13.76 - $21.18
$14
$16
$21
MEDIAN: $15.64
10%
50%
90%

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$0$52K
Salary $27,876 - $52,275
Bonus $977 - $5,918
Commission $4,000
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).
)
$28,725 - $46,776
  • Country: United States
  • Currency: USD
  • Updated: 18 Jan 2018
  • Individuals Reporting: 11
Hourly Data $0$27
Hourly Rate $13.76 - $21.18
Overtime $27.00
Annual Data $0$46K
Bonus $977 - $5,918
Commission $4,000
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).
)
$28,725 - $46,776
  • Country: United States
  • Currency: USD
  • Updated: 18 Jan 2018
  • Individuals Reporting: 17

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

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

Financial Advisor Assistant Job Listings

Key Stats for Financial Advisor Assistant

Gender

Female
76 %
Male
24 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 9 votes.
Less than 1 year
4%
1-4 years
86%
5-9 years
11%

Skills That Affect Financial Advisor Assistant Salaries

National Average
$36,000

Customer Relationship Management (CRM)
▼2%

Customer Service
▼3%

Compliance (Financial)
▼5%

Client Interaction
▼8%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 9 votes.

Gender

Female
76 %
Male
24 %

Common Health Benefits

medical benefits
Medical: 36%
dental benefits
Dental: 28%
vision benefits
Vision: 24%
no benefits
None: 60%