Financial Advisor Assistant

Bosun; Huntsville (AL); Remote; USD 20,000 - 25,000; Part time

Job summary

A newly established solo financial advisory practice is looking for a Part-Time Financial Advisor Assistant to support operations and client services. The ideal candidate will have experience in financial advisory, strong organizational skills, and proficiency with the Charles Schwab platform, contributing to efficiency during the critical startup phase.

Qualifications

• Prior experience in financial advisory or wealth management.
• Proficiency with Charles Schwab platform is required.
• Experience working remotely with solo advisors or small firms is a plus.

Responsibilities

• Assist with operational setup and client onboarding.
• Manage client records and documentation accurately.
• Support daily administrative and client service tasks.

Skills

Organizational skills

Multitasking

Communication

Client-first mindset

Tools

Charles Schwab Advisor Center

Job description

Job Title: Part-Time Financial Advisor Assistant (1099)
Compensation: $20–23/hour
Location: Remote
Type: Independent Contractor (1099), Part-Time

Job Summary:

Our Client is a newly established solo financial advisory practice who is seeking a highly organized, tech-savvy assistant to serve as a trusted right hand during the critical start-up phase and beyond. This role is ideal for someone with experience supporting financial advisors, particularly within the Charles Schwab platform, who thrives in a fast-paced, detail-oriented environment.

Key Responsibilities:

• Assist with the initial operational setup of the practice, including systems, workflows, and client onboarding

• Support daily administrative and client service tasks

• Manage and maintain accurate client records and documentation

• Utilize Charles Schwab software to assist with account creation, transfers, reporting, and other advisor functions

• Coordinate scheduling, communications, and follow-up with clients

• Help build and refine internal processes to improve efficiency and compliance

• Serve as a point of contact for vendors, tech platforms, and custodians as needed

Qualifications:

• Prior experience working in a financial advisory or wealth management firm

• Proficiency with Charles Schwab Advisor Center platform (required)

• Strong organizational and multitasking skills

• Excellent communication skills and a client-first mindset

• Comfort working independently and proactively

• Experience working remotely with solo advisors or small firms (a plus)

Details:

• Independent contractor role (1099)

• Part-time: Estimated 10–20 hours per week, with flexibility

• $20–23/hour, depending on experience

• Opportunity to grow with the firm as it expand

Posting Statement:

All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, sex, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military and veteran status, marital status, pregnancy, gender, gender expression, gender identity, sexual orientation, or any other characteristic protected by local law, regulation, or ordinance.