Avg. Base Hourly Rate (USD)
The average hourly pay for a Financial Advisor Assistant is $18.50
What Do Financial Advisor Assistants Do?
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 …Read more
- 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.