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Associate Financial Consultant Jobs in Spring, TX

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Associate Financial Consultant information

See Spring, TX salary details

$40.5K

$92.4K

$154.8K

How much do associate financial consultant jobs pay per year?

As of Jul 15, 2026, the average yearly pay for associate financial consultant in Spring, TX is $92,439.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,300.00 and $111,200.00 per year, depending on experience, location, and employer.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors, including associate financial consultants, earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000 per year, with top performers reaching higher income levels through commissions, bonuses, and advanced certifications like the CFA or CFP.

What is the difference between Associate Financial Consultant vs Financial Advisor?

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

Is $200,000 enough to work with a financial advisor?

For an Associate Financial Consultant, $200,000 can be a substantial amount to invest or manage, depending on client goals and financial plans. Financial advisors often work with clients across a wide income range, and the adequacy of this amount depends on individual circumstances and investment strategies. Having strong knowledge of financial products and certifications like CFP can help in advising clients effectively with such funds.

What are some typical challenges faced by an Associate Financial Consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

What are the key skills and qualifications needed to thrive as an Associate Financial Consultant, and why are they important?

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

Is it hard to become an FA?

Becoming an Associate Financial Consultant typically requires a bachelor's degree, relevant certifications such as the Series 7 and Series 66, and strong interpersonal and analytical skills. The process involves passing licensing exams and gaining experience, which can take several months to years depending on individual circumstances.

What does an associate financial consultant do?

An associate financial consultant assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior consultants. They analyze financial data, prepare reports, and use tools like financial software to support client recommendations. Strong communication skills and relevant certifications, such as the CFP, are often required for this role.
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What cities near Spring, TX are hiring for Associate Financial Consultant jobs? Cities near Spring, TX with the most Associate Financial Consultant job openings:
Associate Financial Consultant jobs near you

Associate Financial Advisor

NYL - West Houston Office

Houston, TX • On-site

$135K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000 - $135,000+ yearly


Responsibilities:
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

What You’ll Do:

  • Proactively build and maintain strong client relationships through networking, referrals, and outreach
  • Meet with clients to gather and analyze financial information, goals, and risk tolerance
  • Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
  • Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
  • Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
  • Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions
  • This role combines relationship-building, strategic thinking, and consultative sales. If you are motivated by helping others while building a rewarding, high-growth career for yourself, this opportunity offers the training, mentorship, and platform to succeed

Qualifications:
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

What We’re Looking For

  • Excellent interpersonal and communication skills with a genuine client-first mindset
  • Business-minded spirit with a strong drive for achievement, growth, and independence
  • Strategic thinker with sound judgment, attention to detail, and strong analytical abilities
  • Sales, customer service, or financial services experience is a plus — but not required
  • Bachelor’s degree in business, finance, marketing, or related field preferred (not mandatory)
  • Bilingual abilities are highly valued and a strong advantage


Benefits & Support

We are committed to investing in your long-term success and financial well-being:

  • 401(k)
  • Pension plan
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Flexible schedule
  • Full training/coaching, Licensing, and mentorship provided


Compensation Package

This is a performance-based role with strong earning potential, including:

  • Commission pay
  • Performance bonuses
  • Growth-based income opportunities

About Company

Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. It marked its 180th anniversary in 2025.

As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service.

We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.

With over 180 years of strength and stability, New York Life provides the platform. Your ambition determines how far you go.