How To Become A Finance Assistance Advisor: What It Is and Career Path

What is a finance assistance advisor and how to become one

Updated January 8, 2025

3 min read

Quoted expert

Price Fishback Ph.D.

The average finance assistance advisor salary is $79,349. The most common degree is a bachelor's degree degree with an business major. It usually takes 2-4 years of experience to become a finance assistance advisor. Finance assistance advisors with a Certified Professional, Life and Health Insurance Program (CPLHI) certification earn more money. Between 2018 and 2028, the career is expected to grow 15% and produce 50,900 job opportunities across the U.S.

What general advice would you give to a finance assistance advisor?

Price Fishback Ph.D.

APS Professor of Economics at the University of Arizona, The University of Arizona

Gain a great deal of oral and written presentation skills, training in statistics, and experience with computers.

ScoreFinance Assistance AdvisorUS Average

Salary

6.2

Avg. Salary $79,349

Avg. Salary $59,228

Stability level

6.6

Growth rate 15%

Growth rate 0.3%

Diversity

5.0

Race

American Indian and Alaska Native 0.11%

Asian 8.27%

Black or African American 5.61%

Hispanic or Latino 9.42%

Unknown 4.37%

White 72.22%

Gender

female 64.48%

male 35.52%

Age - 44

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 44

Stress level

6.6

Stress level is high

7.1 - high

Complexity level

8.8

Complexity level is advanced

7 - challenging

Work life balance

5.6

Work life balance is fair

6.4 - fair

Key steps to become a finance assistance advisor

Explore finance assistance advisor education requirements

Most common finance assistance advisor degrees

Bachelor's

68.7 %

Associate

13.7 %

Master's

9.1 %

Start to develop specific finance assistance advisor skills

Skills	Percentages
Customer Service	28.04%
Financial Assistance	13.40%
Financial Data	12.89%
Financial Aid Eligibility	11.40%
Financial Aid	10.47%

Complete relevant finance assistance advisor training and internships

Accountants spend an average of 1-2 years on post-employment, on-the-job training. New finance assistance advisors learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a finance assistance advisor based on U.S. Bureau of Labor Statistics data and data from real finance assistance advisor resumes.

Research finance assistance advisor duties and responsibilities

Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
Conduct initial and ongoing meetings with prospects and clients profiling and developing comprehensive wealth management strategies.
Analyze and test derivative modeling and dynamic hedging methods.

Prepare your finance assistance advisor resume

When your background is strong enough, you can start writing your finance assistance advisor resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a finance assistance advisor resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable finance assistance advisor resume templates

Build a professional finance assistance advisor resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your finance assistance advisor resume.