Financial Advisor Assistant - Banking or Financial Service Industry Experience Required

Located in Tampa, FL

Salary: $70K-$90K based on experience

Financial Advisor Assistant – Banking or Financial Service Industry Experience Required 

Pay:  $70K-$90K annual salary based on experience

Schedule: 8:30am-4:30pm Mon-Fri

Location:  Tampa 33625

Position Overview

We are seeking an Financial Advisor Assistant for a local Tampa wealth advisory firm. This role plays a critical part in supporting the advisory team by providing comprehensive administrative and operational support. The Financial Advisor Assistant ensures advisors can focus on delivering exceptional client service, financial strategy, and relationship management.

This position serves as a central link between Advisors, clients, and internal departments such as Operations, Data Management, and Estate Planning. The Advisor Assistant helps create a seamless, high-touch client experience by ensuring meetings, communications, and follow-up activities are executed with accuracy, professionalism, and care.

This role supports both the professional and personal sides of the client experience—managing the Advisor’s workflow while ensuring every client feels valued, informed, and well cared for.

Core Responsibilities

Client Meeting Preparation & Coordination

• Prepare meeting agendas, reports, and required documentation

• Schedule and confirm client appointments

• Ensure advisors are fully prepared with accurate, organized materials

• Document meeting notes and track follow-up action items

Client Communication & Service

• Serve as a primary point of contact for client administrative needs

• Manage inbound and outbound communications with professionalism and warmth

• Coordinate requests between clients and advisors

• Ensure timely responses and follow-through on all inquiries

Documentation & Record Management

• Maintain accurate, organized, and up-to-date client records

• Assist with account paperwork, forms, and documentation processing

• Coordinate with Operations and Data Management to ensure accuracy

• Monitor outstanding items and proactively follow up

Workflow & Advisor Support

• Support daily workflow to keep advisors focused on strategy and relationships

• Track tasks, deadlines, and client deliverables

• Anticipate advisor and client needs proactively

• Assist with special projects and process improvements

Key Goals & Expectations

The Advisor Assistant is expected to:

• Deliver timely, accurate, detail-oriented support

• Communicate clearly, professionally, and with warmth

• Demonstrate exceptional organization and follow-through

• Maintain strict confidentiality and handle sensitive information responsibly

• Anticipate needs and solve problems proactively

• Uphold a high-touch, personalized client service standard

The goal of this role is to ensure a smooth, thoughtful, and seamless client experience.

Qualifications

• 5+ years of experience in the financial industry or banking industry REQUIRED

• Financial industry knowledge including IRA's, 401K, brokerages, annuities, life insurance & money markets.

• Strong organizational and time-management skills

• Excellent written and verbal communication skills

• High attention to detail and accuracy

• Ability to manage multiple priorities in a fast-paced environment

• Professional demeanor with a client-first mindset

• Proficiency in Microsoft Office; CRM/HubSpot experience is a plus

Ideal Candidate Profile

The ideal candidate is proactive, dependable, and service-driven. They take pride in organization, anticipate needs naturally, and thrive in a collaborative environment. They understand the importance of discretion and professionalism while bringing warmth and care to client interactions.

This individual is motivated by helping others succeed—both advisors and clients—and wants to contribute to a firm dedicated to exceptional client service.

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