Role / Financial Advisor Assistant
Hiring a Financial Advisor Assistant
The hire that buys an advisor their week back. Permanent, direct-hire placements for advisory practices in all 50 states.
Why practices hire it
The advisor
is the
bottleneck
In most small practices the ceiling on growth is the lead advisor’s calendar. Scheduling, prep, paperwork and follow-up eat the hours that should be spent in front of clients.
This role exists to take those hours back. It is usually the highest-return hire a growing practice makes, and it is cheaper than most owners assume before they price it.
What to look for
Works by
anticipation
The difference between a good one and an expensive one is whether they work a step ahead or wait to be told. That is a working-style question rather than a skills question, which is why the personality profile in Standard is worth considering if you cannot run one yourself.
Basic is the common choice when you already have your own tools for that.
Related roles: Client Service Associate where the job serves the whole client base rather than one advisor, and Client Service Specialist for the senior version. See the financial services overview.
Next step
Tell us about the role
One intake call and we will tell you what this position pays in your market, which is usually the number that surprises people.
