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Advisor Assistant Jobs in Texas (NOW HIRING)

Charles Clark Chevrolet

Service Advisor

Mcallen, TX · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Charles Clark Chevrolet

Service Advisor

Mcallen, TX · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Charles Clark Chevrolet

Service Advisor

Mcallen, TX · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Toyota Of Irving

Service Advisor

Irving, TX

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

Toyota Of Irving

Service Advisor

Irving, TX · On-site

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

Shottenkirk Nissan Katy

Service Advisor

Katy, TX · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Toyota Of Irving

Service Advisor

Irving, TX

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

Toyota Of Irving

Service Advisor

Irving, TX

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

Shottenkirk Nissan Katy

Service Advisor

Katy, TX · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Weatherford Honda

Service Advisor

Weatherford, TX

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Red McCombs Ford

Service Advisor

San Antonio, TX

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Texas

Advisor Assistant information

See Texas salary details

$26.6K

$50.5K

$84.8K

How much do advisor assistant jobs pay per year?

As of Aug 2, 2026, the average yearly pay for advisor assistant in Texas is $50,537.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $58,700.00 per year, depending on experience, location, and employer.

What are some typical daily tasks and team interactions for an Advisor Assistant?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are Advisor Assistants?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What does an assistant advisor do?

An assistant advisor supports senior advisors by preparing client documents, scheduling meetings, and conducting research to help develop financial or career plans. They often handle administrative tasks, communicate with clients, and use tools like CRM software to ensure smooth operations. This role requires strong organizational skills and knowledge of relevant industry regulations.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

What do advisors get paid?

Advisor assistants typically earn an hourly wage or annual salary that varies based on experience, location, and the organization. Entry-level positions may start around minimum wage, while experienced advisors can earn higher salaries, often supplemented with bonuses or commissions depending on the role and industry. Compensation also depends on skills, certifications, and the complexity of advising tasks performed.

Is $50,000 enough to work with a financial advisor?

For an Advisor Assistant, a $50,000 salary can be sufficient depending on the location, experience, and responsibilities. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be below average for the role. Additional certifications or skills can influence salary expectations and job suitability.

What are the key skills and qualifications needed to thrive as an Advisor Assistant, and why are they important?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

Is it hard to become a FA?

Becoming an Advisor Assistant typically requires strong organizational skills, attention to detail, and good communication abilities. While there are no strict educational requirements, some employers prefer candidates with a background in finance or related fields, and familiarity with financial tools or software can be beneficial. The role often involves on-the-job training and may require passing certain certifications depending on the employer.
What are the most commonly searched types of Advisor jobs in Texas? The most popular types of Advisor jobs in Texas are:
What cities in Texas are hiring for Advisor Assistant jobs? Cities in Texas with the most Advisor Assistant job openings:
Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Texas as of July 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $50,537 per year, or $24.3 per hour.

Financial Advisor Assistant

Allstate Financial Services - Mariel Nevarez

Mcallen, TX • On-site

$15 - $20/hr

Full-time

Re-posted 3 days ago

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Opportunity for advancement
  • Training & development

About the Role
We're looking for a sharp, personable, and highly organized Assistant to be the engine behind a busy financial advisory practice. This isn't a background role — you'll be the first voice many clients hear, the person who keeps the calendar running, and a key reason clients feel informed and well cared for. If you're a natural communicator who thrives on staying organized and following things through to completion, this role was built for you.
A Day in This Role
Think of this office like a doctor's practice — the advisor is the doctor, and this role is everything else that makes the practice run. When it works, the advisor walks in, sees clients back-to-back, delivers advice, and ends the day knowing everything was handled...when it doesn't, nothing works.
On any given day: outbound calls in the morning, confirming tomorrow's schedule by midday, chasing down a missing document in the afternoon, updating the CRM before the day ends — all while fielding calls from clients who need help with a form or have a quick question. No two days are identical, but the goal never changes: keep the advisor productive and clients taken care of.
What You'll Do

  • Own the advisor's calendar — keeping it full, organized, and running smoothly
  • Reach out to referrals and leads to schedule initial appointments
  • Call existing clients to schedule annual reviews and follow-up meetings
  • Confirm appointments and ensure clients know the time, location, and what to bring
  • Follow up on time-sensitive action items: underwriting requirements, transfer paperwork, outstanding documents, and open case next steps
  • Provide customer service to existing clients — forms, contact updates, and general support
  • Track appointments, leads, and case statuses in CRM and scheduling systems
  • Support Spanish-speaking clients in their preferred language
  • Handle confidential client information with professionalism and discretion
What We're Looking For

  • Fully bilingual in English and Spanish — required
  • Strong phone presence — you're comfortable calling people you've never met
  • Organized, detail-oriented, and proactive — you notice what needs doing before being asked
  • Professional and warm — clients should feel genuinely taken care of
  • Able to juggle multiple open tasks without losing anything
  • Tech savvy - you'll be handling multiple systems at once
  • Experience in insurance, financial services, or scheduling is a plus — but attitude and work ethic matter more
  • These licenses aren't required, but would be a real advantage: Texas Life & Health insurance License, FINRA Series 6/63
Compensation & Schedule

  • 30–35 hours per week, with more hours as the practice grows
  • $15–$20 per hour, based on experience
  • Quarterly performance bonuses
  • Currently work-from-home; will transition to in-office as the practice grows
  • If licensed - additional income opportunities are available.
About Us & Where We're Headed
Our agency is part of Allstate Financial Services network. We have been a trusted name in the Rio Grande Valley for over a decade. We're not a startup — but we are in growth mode. This advisor is building out the support team, and the person in this role is getting in early on something with real momentum. As the practice grows, so do the hours, compensation, and opportunity.
How to Apply
Apply above, but a short note to us on why this role interests you goes a long way. Email: anevarez@allstate.com.

Flexible work from home options available.