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Advisor Assistant Jobs in Spring, TX (NOW HIRING)

Advisor Assistant

Houston, TX · On-site +1

$24/hr

Coordinate appointments and manage complex, multi-calendar scheduling to support advisor and client needs. * Assist with the preparation, processing, and tracking of client documentation, forms, and ...

Advisor Assistant

Houston, TX · On-site

$24/hr

Reviewing accounts and creating reports for financial advisor. * Respond to client requests for forms or marketing literature. * Assist with processing paperwork and client mailings. * Performing ...

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 ...

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 ...

Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus

Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus

Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus

Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus

Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus

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Advisor Assistant information

See Spring, TX salary details

$25.4K

$48.3K

$81K

How much do advisor assistant jobs pay per year?

As of Sep 11, 2026, the average yearly pay for advisor assistant in Spring, TX is $48,272.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $56,100.00 per year, depending on experience, location, and employer.

What is an advisor assistant?

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 advisor assistant do?

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 the key skills and qualifications needed to thrive as an advisor assistant?

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.

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.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

What are the most commonly searched types of Advisor jobs in Spring, TX?

The most popular types of Advisor jobs in Spring, TX are:

What cities near Spring, TX are hiring for Advisor Assistant jobs?

Cities near Spring, TX with the most Advisor Assistant job openings:

Infographic showing various Advisor Assistant job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $48,272 per year, or $23.2 per hour.

Advisor Assistant

Houston, TX • On-site, Remote

$24/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago


Key responsibilities

  • Providing administrative support to a financial advisor.

  • Reviewing accounts and creating reports for the financial advisor.

  • Responding to client requests for forms or marketing literature.


Job description

Who We Are
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

  • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
About The Role

This position is vital to the support of the region, leadership, and acts as a partner to many home office departments. The role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team.

Responsibilities

  • Provide comprehensive administrative support to one or more Financial Advisors, ensuring efficient day-to-day operations.
  • Review client account information, prepare reports, and assist with account-related administrative activities.
  • Coordinate appointments and manage complex, multi-calendar scheduling to support advisor and client needs.
  • Assist with the preparation, processing, and tracking of client documentation, forms, and correspondence.
  • Manage client communications, ensuring accuracy, timeliness, and a high level of service.
  • Deliver exceptional client support through high-volume interactions, responding to inquiries and resolving issues in a professional and timely manner.
  • Maintain accurate records and uphold strict confidentiality standards when handling client and business information.

Skills and Qualifications

  • Self-motivated and capable of working independently in a fully remote environment while meeting performance expectations and deadlines.
  • Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint.
  • Strong written and verbal communication skills with the ability to interact professionally and effectively.
  • Demonstrated professionalism, discretion, and commitment to maintaining confidentiality.
  • Excellent organizational skills with the ability to prioritize tasks and manage time effectively.
  • Ability to adapt and thrive in a structured, fast-paced, team-oriented environment.
  • Strong technical aptitude with the ability to navigate multiple applications, systems, and screens simultaneously.
  • Prior customer service experience with a focus on delivering exceptional support and service.
  • High school diploma or equivalent required
  • Ability to work 30-40 hours per week.

Compensation

The basehourly rate of pay for thisposition is up to $24.00 per hour, based on experience.

Work Location

This role offers a fully remote work arrangement; however, applicants must maintain a primary residence within 50 miles of a Corebridge Financial office.

Remote (Houston, TX or Tampa, FL)

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.


Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

AS - Administrative SupportEstimated Travel Percentage (%): No TravelRelocation Provided: NoAmerican General Life Insurance Company