$42,169
Avg. Salary
$16.59
Avg. Hourly Rate

Average additional compensation:

$2,989

Bonus

$3,397

Profit Sharing

$5,042

Commission

What am I worth?
How should I pay?

The average pay for a Financial Advisor Assistant is $16.59 per hour.

The average pay for a Financial Advisor Assistant is $42,169 per year.

10%
$12.23
10%
$16.59
50%
$22.79
90%
90%
MEDIAN $16.59
10%
$30k
10%
$42k
50%
$59k
90%
90%
MEDIAN $42,169
$30,290 - $58,625
$30K
$42K
$59K
MEDIAN: $42,169
10%
50%
90%

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$12.23 - $22.79
$12
$17
$23
MEDIAN: $16.59
10%
50%
90%

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$0$58K
Salary $30,290 - $58,625
Bonus $509 - $9,274
Profit Sharing $1,100 - $9,567
Commission $2,959 - $20,273
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).
)
$29,120 - $57,456
  • Country: United States
  • Currency: USD
  • Updated: 15 May 2019
  • Individuals Reporting: 471
Hourly Data $0$31
Hourly Rate $12.23 - $22.79
Overtime $18.27 - $31.05
Annual Data $0$57K
Bonus $509 - $9,274
Commission $2,959 - $20,273
Profit Sharing $1,100 - $9,567
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).
)
$29,120 - $57,456
  • Country: United States
  • Currency: USD
  • Updated: 15 May 2019
  • Individuals Reporting: 357

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.

Read More...
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 Pay By Employer

$0$53K

$38,000

$40,191

Financial Advisor Assistant Job Listings

Popular Skills for Financial Advisor Assistant


Survey results imply that Financial Advisor Assistants deploy a substantial tool kit of skills at work. Most notably, facility with Financial Advisor, Investment Planning, and Investment Management are correlated to pay that is significantly above average, leading to increases of 34 percent, 33 percent, and 21 percent, respectively. At the other end of the pay range are skills like Financial Applications and Compliance. Those proficient in Client Interaction are, more often than not, also skilled in Customer Relationship Management (CRM).

Pay by Experience Level for Financial Advisor Assistant

Pay by Experience for a Financial Advisor Assistant has a positive trend. An entry-level Financial Advisor Assistant with less than 5 years of experience can expect to earn an average total compensation of $37,000 based on 331 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Financial Advisor Assistant with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $44,000 based on 121 salaries. An experienced Financial Advisor Assistant which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $48,000 based on 86 salaries. A Financial Advisor Assistant with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $49,000 based on 20 salaries.

Pay Difference by Location

National Average: $40,449

Larger city markers indicate a job is popular in that location.

For Financial Advisor Assistants, Houston provides a pay rate that is 33 percent greater than the national average. Financial Advisor Assistants will also find cushy salaries in Seattle (+27 percent), Indianapolis (+26 percent), Dallas (+21 percent), and Minneapolis (+16 percent). Location significantly influences compensation, with Denver Financial Advisor Assistants earning much less — 21 percent less — than the national average. Toledo and St. Louis are a couple other places where companies are known to pay below the median — salaries are 19 percent lower and 13 percent lower, respectively.

Financial Advisor Assistant Reviews

Q: What is it like working as a Financial Advisor Assistant?

Financial Advisor Assistant in Oxford:
Pros: Great atmosphere and enjoy helping people.
Cons:

Related Job Salaries

Key Stats for Financial Advisor Assistant

Gender

Female
76 %
Male
24 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 172 votes.
Less than 1 year
6%
1-4 years
51%
5-9 years
21%
10-19 years
16%
20 years or more
5%

Experience Affects Financial Advisor Assistant Salaries

▲21%

▲20%

▲8%

National Average
$40,000

▼8%

Skills That Affect Financial Advisor Assistant Salaries

Financial Advisor
▲31%

Investment Planning
▲30%

Investment Management
▲19%

Operations Management
▲15%

Customer Relations
▲14%

Office Management
▲12%





National Average
$40,000

Customer Service
▼2%


Financial Applications
▼12%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 172 votes.

Gender

Female
76 %
Male
24 %

Years of Experience

Less than 1 year
6%
1-4 years
51%
5-9 years
21%
10-19 years
16%
20 years or more
5%

Common Health Benefits

medical benefits
Medical: 47%
dental benefits
Dental: 30%
vision benefits
Vision: 23%
no benefits
None: 51%