Financial Advisor Assistant | Client & Ops
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-01-03
Listing for:
Advisory Resource Group, LLC
Full Time
position Listed on 2026-01-03
Job specializations:
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Finance & Banking
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Administrative/Clerical
Job Description & How to Apply Below
A financial services company in Sacramento is looking for a motivated Financial Advisor Assistant to support daily operations. Responsibilities include maintaining client records, preparing paperwork for accounts, and managing communications. Candidates should have strong organizational skills, experience in a professional environment, and proficiency with CRM systems. This is a full-time in-office role, with a competitive salary range of $50,000-$70,000 and a benefits package available.
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