Advisor Office Support
Working in an advisor's office is a great way to gain experience in financial services without being a financial advisor. These roles will vary by advisor and location, but may include:
- Client service - role could range from contacting existing and prospective clients to set appointments to organizing the logistics of client appreciation and marketing events
- Office manager - support the operations of running a small business
- Marketing - build an advisor's visibility and strengthen client service through traditional and digital channels
- Paraplanner - role that allows you to learn the financial planning business from a seasoned, successful financial advisor through support of the practice's initiatives
Hiring decisions, compensation and benefits vary by location.