Advisor Assistant – Position Description
Embark on a rewarding career supporting clients and financial professionals while sharpening your administrative expertise. Your energy, organization, and dedication will be key drivers of success in this vibrant role. The Advisor Assistant drives firm’s operational excellence and client experience. This role supports advisors and clients by ensuring efficient daily operations, delivering high-quality service, and strengthening client relationships through proactive communication and consistent follow-through. You will collaborate closely with advisors, clients, and team members to execute service requests, coordinate workflows, and uphold the firm’s standards of professionalism and care.
Key Responsibilities
Administrative Operations
· Utilize CRM systems to assign, track, and manage tasks and workflows
· Maintain and update client and firm data systems
· Draft and manage professional correspondence (emails, memos, letters)
· Coordinate firm events (client appreciation, charitable initiatives, marketing events)
· Ensure adherence to all applicable state and federal regulations
· Schedule client and prospect meetings
· Send confirmations and appointment reminders
Client Service
· Serve as a primary point of contact via phone, messaging, video, and in-person interactions
· Process and track client paperwork accurately and efficiently
· Respond to client requests, including account information and cashiering needs
· Build and maintain strong client relationships through proactive communication
Advisor Support
· Prepare meeting materials, forms, and reports
· Track, manage, and complete assigned work items
· Execute post-meeting follow-up tasks
· Assist with firm-wide projects and strategic initiatives
Performance Metrics Measured By
· New clients onboarded, new accounts opened, and new assets acquired
· Client and client asset retention
· Produce and submit weekly results report
Education & Credentials
· Bachelor’s or graduate degree required
· Minimum 2 years of experience in financial services
· Minimum 3 years of client service experience
· Securities and/or insurance licenses preferred
Qualifications
· High level of professionalism, integrity, reliability, and a genuine desire to serve others
· Strong initiative, problem-solving, and critical-thinking abilities
· Detail-oriented, time management ability, anticipate needs, and manage multiple priorities
· Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM systems
Compensation
· Wages commensurate with industry experience and prevailing market rates.
· Health care stipend.
· 401K plan with 4% or more company match.
Company Vision
To make financial abundance a worldwide norm in the 21st century.
Company Mission
To lead our community in maximizing financial and human potential by increasing clarity, confidence, and long-term success through Financial Planning and Wealth Management.
About the Firm
Fortress Financial Solutions is a forward-thinking, independent, fee-only registered investment advisory firm. As fiduciaries, we are committed to putting our clients’ interests first—always.
We help clients protect and grow their wealth through clear communication, disciplined planning, and effective execution. Our consultative approach ensures that every recommendation aligns with what matters most to each client.
In collaboration with attorneys, CPAs, and other professionals, we deliver integrated strategies to address complex financial needs. Our team, including CFP® professionals, brings over 85 years of combined investment experience.
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Education:
Experience:
- Customer service: 2 years (Preferred)
- Financial services: 2 years (Required)
License/Certification:
- FINRA License (Preferred)
Work Location: In person
