How to hire a finance assistance advisor

How to hire a finance assistance advisor, step by step

Here's a step-by-step finance assistance advisor hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a finance assistance advisor job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance assistance advisor
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your finance assistance advisor job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a finance assistance advisor for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A finance assistance advisor's background is also an important factor in determining whether they'll be a good fit for the position. For example, finance assistance advisors from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list shows salaries for various types of finance assistance advisors.

   Type of Finance Assistance Advisor	Description	Hourly rate
   Finance Assistance Advisor	Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions.	$20-70
   Wealth Management Internship	In a wealth management internship, an intern's duties depend on the directives of a supervising manager or staff. Typically, their responsibilities revolve around gaining industry insights while performing support tasks for the team, such as preparing and processing documents, answering calls and correspondence, organizing and disseminating files, and running errands as needed... Show more	$21-80
   Investment Consultant	An investment consultant is a professional who gives investment products, planning, and/or advice to investors. Investment consultants formulate investment strategies to help clients fulfill their necessities and realize their financial objectives... Show more	$28-94

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Financial Assistance
   • Financial Data
   • Financial Aid Eligibility
   • Financial Aid
   • Client Service
   • Securities
   • Scheduling Appointments
   • Client Inquiries
   • Client Data
   • Life Insurance
   • Financial Products
   • Client Appointments
   • Wealth Management

   Check all skills

   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.

3. Make a budget

   Including a salary range in your finance assistance advisor job description is one of the best ways to attract top talent. A finance assistance advisor can vary based on:

   • Location. For example, finance assistance advisors' average salary in utah is 61% less than in new york.
   • Seniority. Entry-level finance assistance advisors 71% less than senior-level finance assistance advisors.
   • Certifications. A finance assistance advisor with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a finance assistance advisor's salary.

   Average finance assistance advisor salary

   $79,349yearly

   $38.15 hourly rate

   ---

   Entry-level finance assistance advisor salary

   $42,000 yearly salary

   Updated December 16, 2025

4. Writing a finance assistance advisor job description

   A finance assistance advisor job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a finance assistance advisor job description:

   Finance assistance advisor job description example

   Job DescriptionAt Financial Architects Inc. (FAI) and FAI Advisors Inc., we are leading the financial services industry through our mission of “Helping People Live a Life of Freedom” by “Simplifying the complexity of money decisions”.
   
   Our people and our culture are the keys to our organization’s success. The following are our core principles that guide and define our organization:
   Always Be Trustworthy. Pursue Continuous Improvement. Be Selflessly Oriented. Be Kind and Respectful. Think in Terms of Possibility. A Financial Advisor Assistant is defined internally as a Client Relationship Coordinator (CRC). This role is responsible for assisting Financial Advisors with their daily operations and working with them as they take their clients through the process of development, delivery and implementation of Financial Architecture. You will help to coordinate and prepare for client meetings and assist the advisors or their clients with their questions, concerns, or account/policy servicing needs. Daily responsibilities will vary, but may include:
   Designated Advisor Support Liaison between Advisor and Client Scheduling meetings, including reminders and ordering catering services, when needed Maintain and monitor the outlook calendars – check for time conflicts, cancellations, conference room reservations Complete various tasks/projects assigned by advisors Weekly one-on-one meetings with Advisor/s to review upcoming/outstanding items Manage advisor licensing & renewals Sort/review advisor mail, if applicable
   Insurance & Investment Client Account Coordination: Maintain client data in CRM. Maintain client service level tracking system & processes – (Ex. Top clients, and B & C level clients). Look for ways to maximize CRM or other technology programs to increase efficiency. Coordinate & track schedule for client meetings/annual reviews. Handle meeting follow-up tasks. Preparation of client account or policy documents to mail or send via DocuSign. Processing of client account or policy paperwork – or preparing for processing. Collaborate with New Business coordinators on client service needs/updates. Annual Client RMD Tracking and processing. Assist with General Office Task System when backup support is needed. Work with Compliance Officer to maintain the accuracy of compliance rules and regulations.
   General Support: Various coordination of cards, flowers, and donations for client or associate situations (death, sickness etc.) Maintain and organize various client tracking lists such as birthday, anniversary, newsletter, or other marketing lists. Review technology solutions to improve efficiency. Attend and contribute to weekly support team meetings. Work collaboratively with team members in all roles to ensure proper coordination of company projects. Help to answer the main phone line when needed. Minimum Qualifications: Associate's Degree in Business, Finance, or related field. 3+ years of administrative support. A positive attitude with an ethical, and professional demeanor. Flexible and adaptable to change. Proactive and resourceful – take the initiative to ask questions, learn quickly and make things happen. Consistently takes accountability and ownership for their work, as well as issues that may arise. Ability to work effectively on a team and with minimal supervision. Excellent organizational skills – ability to stay on top in fast-paced environment. Excellent written and verbal communication skills. Excellent attention to detail and accuracy. Advanced experience with Windows operating systems and Microsoft Office- specifically Outlook, Word & Excel. Advanced experience with web browsers such as Chrome and internet navigation.
   Benefits Include: Employer paid medical benefits for the employee. Options available for dependents Vision & Dental Plan Options 401(K) with Match Group Life Insurance Paid Vacations & Holidays
   
   About Financial Architects:
   
   We help people live a life of freedom by simplifying the complexity of money decisions.

   Copy this example

   

5. Post your job

   To find the right finance assistance advisor for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with finance assistance advisors they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit finance assistance advisors who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your finance assistance advisor job on Zippia to find and attract quality finance assistance advisor candidates.
   • Use niche websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit finance assistance advisors, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new finance assistance advisor

   Once you have selected a candidate for the finance assistance advisor position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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