DescriptionFinancial Advisor AssistantLocation: Dunwoody, GA
Job Type: Full-Time, permanent
Salary: up to $60,000, depending on experience
Hybrid: After training ~ 2 days remote, 3 days in the office
We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment.
Compensation & Benefits - Competitive salary based on experience
- Bonus opportunities
- Health benefits and retirement plan options
- Paid time off and holidays
- Opportunities for professional growth and licensing support
Responsibilities $45
Qualifications • 2+ years of administrative or client service experience (financial services preferred)
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to manage multiple priorities and meet deadlines
Preferred: • Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)
• Familiarity with financial products (investments, insurance, retirement plans)
• Securities licenses (Series 6, 7, or 65/66) or willingness to obtain
• Experience with financial planning software
Key Attributes • High level of professionalism and confidentiality
• Strong problem-solving mindset
• Self-starter with the ability to anticipate needs
• Team-oriented with a client-first attitude
DescriptionFinancial Advisor AssistantLocation: Dunwoody, GA
Job Type: Full-Time, permanent
Salary: up to $60,000, depending on experience
Hybrid: After training ~ 2 days remote, 3 days in the office
We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment.
Compensation & Benefits - Competitive salary based on experience
- Bonus opportunities
- Health benefits and retirement plan options
- Paid time off and holidays
- Opportunities for professional growth and licensing support
Responsibilities $45
Qualifications • 2+ years of administrative or client service experience (financial services preferred)
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to manage multiple priorities and meet deadlines
Preferred: • Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)
• Familiarity with financial products (investments, insurance, retirement plans)
• Securities licenses (Series 6, 7, or 65/66) or willingness to obtain
• Experience with financial planning software
Key Attributes • High level of professionalism and confidentiality
• Strong problem-solving mindset
• Self-starter with the ability to anticipate needs
• Team-oriented with a client-first attitude
