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Assistant Financial Manager Jobs in Texas (NOW HIRING)

Associate Wealth Advisor

Freeport, TX · On-site

$58K - $70K/yr

Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial ...

Payroll & Vendor forecasting for all corporate functions. * Assist finance team with consolidation ... management decks and BOD materials. * Take a proactive approach to developing and improving upon ...

Payroll & Vendor forecasting for all corporate functions. * Assist finance team with consolidation ... management decks and BOD materials. * Take a proactive approach to developing and improving upon ...

... Financial Professionals and Sales Assistants in the Branch Office, the Branch Manager position ... requires the need to exercise significant discretion and independent judgment by formulating and ...

Showing results 41-60

Assistant Financial Manager information

See Texas salary details

$28.9K

$72.7K

$121.6K

How much do assistant financial manager jobs pay per year?

As of Aug 10, 2026, the average yearly pay for assistant financial manager in Texas is $72,699.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $93,600.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Financial Manager vs Financial Analyst?

AspectAssistant Financial ManagerFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; often some management experienceBachelor's degree in finance, economics, or related field; certifications like CFA are common
Work EnvironmentSupports financial management, involved in budgeting, reporting, and team coordinationAnalyzes financial data, prepares reports, and forecasts for decision-making
Employer & Industry UsageUsed in corporate finance departments across various industriesCommon in investment firms, banks, and corporate finance teams

While both roles require finance knowledge and similar educational backgrounds, the Assistant Financial Manager typically supports managerial tasks and oversees financial operations, whereas the Financial Analyst focuses on data analysis and financial reporting to inform strategic decisions.

What are the key skills and qualifications needed to thrive as an assistant financial manager, and why are they important?

To thrive as an Assistant Financial Manager, you need strong analytical skills, financial reporting expertise, and a relevant degree such as finance or accounting. Proficiency in financial software like SAP, QuickBooks, or Excel, as well as certifications like CFA or CPA, are commonly required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for this role. These skills ensure accurate financial management, support sound decision-making, and foster productive collaboration within financial teams.

What does an assistant financial manager do?

An Assistant Financial Manager supports the financial manager by helping to oversee the company’s financial operations. Their duties typically include preparing financial reports, assisting with budgeting and forecasting, monitoring financial transactions, and ensuring compliance with financial regulations. They may also help manage accounts, analyze financial data, and collaborate with other departments to optimize financial performance. This role is crucial for maintaining the accuracy and integrity of a company’s financial information.

What are some common challenges faced by assistant financial managers, and how can they be addressed?

Assistant Financial Managers often encounter challenges such as managing tight deadlines during financial reporting periods, ensuring accuracy in financial data, and adapting to evolving regulatory requirements. Effective time management, strong attention to detail, and staying current with industry regulations are essential for overcoming these obstacles. Building clear communication channels with both senior managers and team members also helps in addressing issues promptly and supporting smooth financial operations.
What are popular job titles related to Assistant Financial Manager jobs in Texas? For Assistant Financial Manager jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Assistant Financial Manager jobs in Texas look for? The top searched job categories for Assistant Financial Manager jobs in Texas are:
What cities in Texas are hiring for Assistant Financial Manager jobs? Cities in Texas with the most Assistant Financial Manager job openings:
Infographic showing various Assistant Financial Manager job openings in Texas as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $72,699 per year, or $35 per hour.

Associate Wealth Advisor

LPL Financial

Freeport, TX • On-site

$58K - $70K/yr

Full-time

Posted 5 days ago


LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services


Job description

Associate Wealth Advisor

The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior advisor will be responsible for the development of the Associate Wealth Advisor. The Associate Wealth Advisor helps the advisor maintain his or her practice and contribute to the business development, as well as manage a portion of the client book of business. The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business.

The ideal candidate will have a strong attention to detail, excellent customer services skills and a proven ability to adapt to a changing work environment.

Responsibilities:

  • Support and manage a portion of client relationships in advisor team book of business
  • Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships
  • Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning
  • Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients
  • Provide support for overall client relationship building, business development activities, and effective service model execution
  • Perform business analytics as needed to support financial advisors in the growth of the business
  • Participate in portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change
  • Attend sales meetings and assist with client prospecting and marketing
  • Attend coaching sessions and training events to improve sales skills and industry knowledge

Qualifications:

  • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills. Strong time management with competing priorities
  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
  • Ability to analyze and research information with a logical approach to problem solving
  • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
  • 3 years of experience in client service, within the finance sector preferred
  • Bachelor's degree or equivalent in Finance or Business Administration preferred

Licenses Required: Series 7, Series 66 (or Series 63/65). Life & Health Insurance License or obtain Licenses in +/-120 days based on the number of licenses needed


Pay Range:$58,500-$70,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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