Financial Advisor Assistant - Salary.com

Jan 1, 2025 · The average Financial Advisor Assistant salary in the United States is $57,759 as of January 01, 2025, but the salary range typically falls between $49,924 and $66,315. ... maintain and update financial planning projections in collaboration with clients and senior financial …

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$57759
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Financial Advisor Assistant - Salary.com

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$35395
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Average Financial Assistant With Client Interaction Skills Salary

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The average salary for a Financial Assistant with Client Interaction skills is $35,395 in 2023. Visit PayScale to research financial assistant salaries by city, experience, skill, employer and more.

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$68738
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Salary: Financial Advisor Assistant In United States 2025

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Jun 6, 2024 · The estimated total pay for a Financial Advisor Assistant is $68,738 per year, with an average salary of $61,851 per year. These numbers represent the median, which is the …

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$48304
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Average Financial Advisor Assistant Salary - Payscale

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Jan 11, 2025 · The average salary for a Financial Advisor Assistant is $48,304 in 2025. ... Client Interaction Financial Applications Office Administration Customer Service ... What your skills …

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$49488
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Financial Advisor Assistant Salary - February 2025 - Comparably

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Jan 8, 2025 · The average Financial Advisor Assistant in the US makes $49,488. Financial Advisor Assistants make the most in San Jose, CA at $97,708 averaging total compensation …

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$55424
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Client Advisor Assistant Salary | Salary.com

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As of December 01, 2024, the average annual pay of Client Advisor Assistant in the United States is $55,424.While Salary.com is seeing that Client Advisor Assistant salary in the US can go up …

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$70827
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Salary: Financial Advisor Assistant In United States 2024

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The average salary for a Financial Advisor Assistant is $70,827 per year in US. Click here to see the total pay, recent salaries shared and more!

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Average Salaries By Job And U.S. Location | SimplyHired

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Back to Salaries Financial+advisor+assistant Salaries. $88,202. avg per year. Top 10 Related Jobs and Salaries. Financial Advisor $88,202 decreased by 0.0%. Financial Advisory …

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$25000
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Financial Advisor Assistant With Client Interaction Skills Salary At ...

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The average salary for a Financial Advisor Assistant with Client Interaction skills at AXA Advisors LLC is $25,000. Visit PayScale to research financial advisor assistant salaries by city ...

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$108938
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Salary: Assistant Financial Advisor In United States 2025

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Jun 6, 2024 · The estimated total pay for a Assistant Financial Advisor is $108,938 per year, with an average salary of $68,122 per year. These numbers represent the median, which is the …

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$48462
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Financial Advisor Assistant Salary In Indianapolis, IN

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The base salary for Financial Advisor Assistant ranges from $48,462 to $64,379 with the average base salary of $56,076. The total cash compensation, which includes base, and annual …

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$53036
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Financial Advisor Assistant With Client Interaction Skills Salary In ...

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The average salary for a Financial Advisor Assistant with Client Interaction skills in Boston, Massachusetts is $53,036 in 2023. Visit PayScale to research financial advisor assistant …

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$44219
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Financial Advisor Assistant With Client Interaction Skills Salary In ...

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The average salary for a Financial Advisor Assistant with Client Interaction skills in Albany, New York is $44,219. Visit PayScale to research financial advisor assistant salaries by city ...

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FAQs about Financial Advisor Assistant - Salary.com Coupon?

How much does a financial advisor assistant make?

The average Financial Advisor Assistant salary is $59,233 as of March 28, 2023, but the salary range typically falls between $51,221 and $68,438. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. ...

What factors affect a financial advisor assistant's salary?

Factors influencing a Financial Advisor Assistant’s salary include years of experience, specialized skills in financial planning software, client relationship management abilities, and the size and profitability of the advising firm. Performance metrics, such as client retention and portfolio growth, also significantly impact compensation. ...

What does a financial advisor assistant do?

Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients. Provide daily recaps to the advisor summarizing work completed and outstanding. Execute client/advisor service requests and follow up activities. ...

How do I become a financial advisor assistant?

Education: A Financial Advisor Assistant typically holds a Bachelor’s Degree, with majors in finance, economics, or business administration being highly relevant. A Post-Baccalaureate Certificate in financial planning or a related field can further enhance qualifications. ...

What skills do you need to become a financial advisor?

Coursework in investments, financial markets, accounting, and ethics provides foundational knowledge. Advanced classes in financial analysis, portfolio management, and client communication skills are also beneficial, equipping candidates with the necessary expertise to support financial advisors effectively. ...

Do financial advisor assistants need a series 7 or 66 license?

However, possessing or pursuing Series 7 and Series 66 licenses can be beneficial for career advancement within the financial advisory field. Client Relationship Management: For a Financial Advisor Assistant, the ability to anticipate client needs and provide timely, accurate responses to inquiries is crucial. ...