Avg. Base Salary (USD)
The average salary for a Financial Advisor Assistant is $42,957
What is the Pay by Experience Level for Financial Advisor Assistants?
An entry-level Financial Advisor Assistant with less than 1 year experience can expect to earn an average total compensation (includes tips, bonus, and overtime pay) of $39,629 based on 42 salaries. An early career Financial Advisor Assistant with 1-4 years of experience earns an average total compensation of $41,356 based on …Read more
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.