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. 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 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 #J-18808-Ljbffr