Financial Advisor Assistant Needed

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

Full Time

SALARY

$800/month

HOURS PER WEEK

40

DATE UPDATED

Apr 1, 2026

JOB OVERVIEW

Executive Assistant needed for a financial advisor. Duties will include scheduling meetings with clients, answering phone, using CRM, using AI tools to develop marketing emails, aggregating client data, and other any other tasks that might come up. Experience in Excel, PowerPoint/Google Slides, GoHighLevel CRM a plus. Work hours will be 9am to 5pm Pacific Time. Must be very organized, speak excellent English, and have a great attitude.

I'm very laid back and treat people well, looking for someone who would be a great fit for the team.

SKILL REQUIREMENT
VIEW OTHER JOB POSTS FROM:
SHARE THIS POST
facebook linkedin
  BENCHMARKS  
Loading Time: Base Classes  0.0010
Controller Execution Time ( Jobseekers / Job )  0.0129
Total Execution Time  0.0147
  GET DATA  
No GET data exists
  MEMORY USAGE  
1,481,464 bytes
  POST DATA  
No POST data exists
  URI STRING  
jobseekers/job/Financial-Advisor-Assistant-Needed-1615033
  CLASS/METHOD  
jobseekers/job
  DATABASE:  onlinejobs (Jobseekers:$db)   QUERIES: 13 (0.0063 seconds)  (Hide)
0.0003   SELECT *
                                
FROM exrates
                                WHERE rate_name 
'USD-PHP' 
0.0003   SELECT *
FROM `employer_jobs`
WHERE `job_id` = 1615033
 LIMIT 1 
0.0003   SELECT *
FROM `employers`
WHERE `employer_id` = 803933
 LIMIT 1 
0.0004   SELECT COUNT(*) AS `numrows`
FROM `t_thread` `t`
LEFT JOIN `t_thread_misc` `miscON `t`.`id` = `misc`.`thread_id`
WHERE `t`.`job_id` = 1615033
AND `misc`.`idIS NULL 
0.0004   SELECT e.business_namee.logoe.websitee.rebill_datee.date_added member_datehitsDATEDIFF('2026-04-18',ej.date_added) duration_daysDATEDIFF('2026-04-18',e.rebill_date) duration_rebillej.*, e.deactivate FROM employers eemployer_jobs ej WHERE e.employer_id ej.employer_id AND
                                   ((
e.user_level >= '500' AND ej.date_added <= e.rebill_date)
                                   OR 
e.employer_id '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-04-18',ej.date_added) <= 14 ))
                                   AND 
e.deactivate != AND ej.deleted AND job_id '1615033' 
0.0003   SELECT *
FROM `employer_jobs_skills` `ejs`
LEFT JOIN `skills_categories` `scON `ejs`.`skill_id` = `sc`.`id`
WHERE `job_id` = 1615033 
0.0008   UPDATE employer_jobs SET hit_counts '***Apr-01-2026=522***Apr-02-2026=109***Apr-03-2026=42***Apr-04-2026=9***Apr-05-2026=6***Apr-06-2026=8***Apr-07-2026=15***Apr-08-2026=16***Apr-09-2026=16***Apr-10-2026=8***Apr-11-2026=1***Apr-18-2026=2' WHERE job_id'1615033'  
0.0018   UPDATE employer_jobs SET monthly_hits '***Apr-2026=753' WHERE job_id'1615033'  
0.0004   SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id '' AND job_id '1615033' AND status LIKE 'sent%' ORDER BY id DESC  
0.0003   SELECT *
FROM `employer_jobs_skills` `ejs`
LEFT JOIN `skills_categories` `scON `ejs`.`skill_id` = `sc`.`id`
WHERE `job_id` = 1615033 
0.0003   SELECT COUNT(*) AS `numrows`
FROM `employer_jobs`
WHERE `employer_id` = '803933'
AND `date_added` >= '2022-06-08' 
0.0003   select from teasers 
0.0004   SELECT FROM skill_categories WHERE skill_cat_id='' 
  HTTP HEADERS  (Show)
  SESSION DATA  (Show)
  CONFIG VARIABLES  (Show)