Financial Advisor Assistant

Financial Advisor Assistant

Location:

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.

• 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

• 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

• 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

• 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