Financial Advisor Assistant

AppleOne Employment Services; Fresno (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Major medical

Dental

Vision

401k

Sick pay

Job summary

AppleOne Employment Services in Fresno, CA is seeking a full-time Financial Advisor Support Specialist to join a growing financial planning and wealth management firm. The role supports financial advisors with client communications, meeting preparation, and account administration, delivering high-quality service in a collaborative team environment.

Ideal candidates have 1–2 years in financial services, are detail-oriented, professional, and committed to exceptional client experiences.

Qualifications

• 1–2 years of experience in financial services or related client-facing roles.
• Detail-oriented with strong organizational skills.
• Excellent written and verbal communication with clients.

Responsibilities

• Assist with client communications and meeting preparation.
• Support account administration and servicing for clients.
• Provide financial planning support to the advisor and team.
• Collaborate closely with the Financial Advisor to deliver a seamless client experience.

Skills

Client service

Relationship management

Financial services knowledge

Job description

Job Summary

A growing financial planning and wealth management firm in Fresno, CA is seeking a full-time Financial Advisor Support Specialist to join its team. This direct hire opportunity is ideal for a detail-oriented financial services professional with 1 to 2 years of experience who enjoys client service, relationship management, and supporting financial advisors. Working closely with the Financial Advisor, this role assists with client communications, meeting preparation, account administration, and financial planning support. The ideal candidate is organized, professional, and committed to delivering an exceptional client experience in a collaborative team environment.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

• For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.