Advisor Assistant Jobs
Advisor Assistant jobs are open across financial services, insurance, and wealth management firms, with specializations in client relations, compliance support, and portfolio administration, from entry-level to senior associate roles. See the openings below and apply to the ones that match your experience.
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Job Title: Assistant Service Advisor (We Train) – Build a Lifelong Career with Us
Location: Crystal Lake, IL
Job Type: Full-Time Pay: $22.00 - $28.00 per hour + Performance Incentives ($50,000 - $65,000+ total target earnings)
About Auto Authority: Most corporate auto repair shops and tire chains are broken. They let mechanics write estimates—putting the fox in charge of the hen house—or they treat advisors like assembly-line order takers. We don’t run Auto Authority that way.
We believe in true checks and balances, exceptional customer service, absolute transparency, and extreme pride in our craftsmanship. We are an independent shop built on high standards without micromanagement. We are not looking for a salesman - we are looking for an advisor to help our customers through conversations about maintenance, repairs, budgets, and our recommendations to help them achieve the goals for their vehicle.
At Auto Authority, we treat our team like family, and family is extremely important to us. We offer true work/life balance, a supportive team environment, and a clear path for growth. We are not looking for someone who just wants a job or a temporary stepping stone. We are looking for a long-term team member who wants a lifelong career, someone driven to help build excellence for our customers, our shop, and our team as we grow together.
Who We Are Looking For: We need an Assistant Service Advisor who thinks like a general contractor or a chess player. You don’t need years of corporate counter experience—we will train you in our systems. What you DO need is a sharp mind, strong mechanical knowledge and vehicle verbiage, the ability to juggle multiple moving parts without losing your cool, and an internal drive to take initiative independently.
What You’ll Be Doing (Assisting our Lead Advisor):
- Greeting customers and starting work orders
- Answering calls, scheduling appointments, and managing front-counter flow
- Assisting with dispatching work, ordering parts, tracking inventory, and managing returns
- Reviewing, cleaning, and refining Digital Vehicle Inspections (DVIs) before they reach the customer
- Processing warranty and insurance paperwork, customer rewards, and rebates
- Finalizing invoices, accepting payments, and following up with customers after delivery
Qualifications & Skills Needed:
- Strong foundational vehicle knowledge and comfort using technical mechanical verbiage
- High pride in workmanship and a passion for delivering the best customer service in the industry
- Exceptional multitasking skills and the ability to stay on task without being micromanaged
- Alignment with our core values: integrity, growth, teamwork, and long-term commitment
What We Offer:
- Competitive hourly pay plus performance incentives
- Consistent work/life balance with paid time off and holiday coverage
- A family-first culture where you are valued, respected, and invested in for the long haul
- Comprehensive hands-on training to help you develop into a leader within our business
How to Apply: We review every application manually. In your response or cover note, please share 2-3 sentences about why you are looking to build a long-term career with a high-standard independent shop rather than just taking another job.
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- Employee discount
- Health insurance
- Paid time off
- Retirement plan
Work Location: In person
Advisor Assistant Jobs by Experience Level
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Find Advisor Assistant JobsAdvisor Assistant Job Market
Who's Hiring
Top Industries Hiring
- Education
What Employers Look For
The qualifications that appear most often in advisor assistant jobs.
- 1-3 years of experience in financial services, banking, or insurance support roles
- Proficiency with CRM platforms and financial planning software such as Salesforce or Redtail
- Active Series 7 and Series 66 licenses or willingness to obtain within a set timeframe
- Strong client communication skills for handling inbound calls, emails, and account inquiries
- Experience preparing financial reports, client presentations, and account documentation
- Associate or bachelor's degree in finance, business administration, or a related field
Tips for Your Advisor Assistant Job Search
Tailor your resume to each listing
Advisor assistant postings vary widely between firms. One employer wants heavy CRM experience, another prioritizes securities licensing. Pull the exact language from each job description and mirror it in your bullet points so your resume clears the ATS screening.
Lead with client-facing wins
Hiring managers for this role scan for evidence you can manage client relationships without constant supervision. Quantify the number of accounts you supported, calls you handled, or onboarding steps you owned, even if the scale was modest.
Apply early to roles that fit
Migrate Mate lists advisor assistant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Highlight relevant licenses upfront
If you hold a Series 7, Series 66, or life and health insurance license, put it in your resume header or a dedicated credentials section, not buried at the bottom. Firms often filter candidates by licensure before the first call.
Prepare for scenario-based interview questions
Interviewers frequently ask how you would handle a client who calls upset about a statement error or a delayed transfer. Walk through your answer with a clear sequence: acknowledge, verify, escalate, follow up. Vague answers signal weak client service instincts.
Negotiate your study support, not just salary
Many firms pay for exam prep and licensing fees for unlicensed candidates. During the offer stage, ask explicitly whether the firm covers Series 7 or Series 66 exam costs and whether paid study time is included. It's a standard benefit worth confirming before you accept.
Advisor Assistant Jobs: Frequently Asked Questions
Which companies are hiring the most advisor assistants?
The most active employers for advisor assistants right now are Hertrich Family of Automobile Dealerships, JPMorganChase, and Jambalaya, and the most openings are in Maryland, New York, and Wisconsin, based on current listings on Migrate Mate as of November 2026. Regional broker-dealers and independent advisory firms also post regularly, so checking listings frequently gives you the broadest picture.
How many advisor assistant jobs are remote?
About 5% of advisor assistant openings are fully remote or hybrid as of November 2026, with remote arrangements most common in administrative coordination, scheduling, and digital onboarding support. Client-facing roles and positions at branch-based firms tend to require in-office presence more consistently.
How do you become an advisor assistant?
Start by completing a degree or relevant coursework in finance, business, or economics, then gain experience in a client-service or administrative role within financial services. Pursue a Series 7 or Series 66 license if you plan to support registered advisors. Build familiarity with financial planning software and CRM tools, then apply to entry-level advisor assistant or client service associate positions at brokerage firms or advisory practices.
Can you get an advisor assistant job with little experience?
Yes, many firms hire advisor assistants with limited direct experience if you can demonstrate strong organizational skills and a genuine interest in financial services. Customer service experience from banking, insurance, or any client-facing role transfers well. Some firms will hire unlicensed candidates and sponsor their Series 7 or Series 66 exam as part of onboarding, so highlight your willingness to obtain licensing in your application.
What does the advisor assistant interview process look like?
Most firms run two to three rounds: an initial phone or video screen with HR, followed by a structured interview with the hiring advisor or branch manager that includes scenario questions about client situations and office workflow. Some firms add a short skills assessment covering document preparation or CRM navigation. The process typically wraps up within two to three weeks, faster at smaller independent practices.
Where can I find and apply to advisor assistant jobs?
You can find and apply to advisor assistant jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits. Checking back regularly helps you catch newly posted openings before competition builds.
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