Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
To be eligible for the Financial Advisor role, candidates must possess the following qualifications ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
To be eligible for the Financial Advisor role, candidates must possess the following qualifications ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
To be eligible for the Financial Advisor role, candidates must possess the following qualifications ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
To be eligible for the Financial Advisor role, candidates must possess the following qualifications ... Desire to assist clients meet their financial and retirement goals and simultaneously to put forth ...
Financial Advisor
Houston, TX · On-site
Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...
Financial Advisor
Houston, TX · On-site
Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...
Financial Advisor
Houston, TX · On-site
Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...
Financial Advisor
Houston, TX · On-site
Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...
Advisor Mastery Program, Foundations-Houston, TX
Houston, TX · On-site
$55K/mo
They also provide support to Financial Advisors and other branch stakeholders in a number of ways ... Essential Duties and Responsibilities • Assist with onboarding new clients including opening ...
Advisor Mastery Program, Foundations-Houston, TX
Houston, TX · On-site
$55K/mo
They also provide support to Financial Advisors and other branch stakeholders in a number of ways ... Essential Duties and Responsibilities • Assist with onboarding new clients including opening ...
They also provide support to Financial Advisors and other branch stakeholders in a number of ways ... Essential Duties and Responsibilities • Assist with onboarding new clients including opening ...
They also provide support to Financial Advisors and other branch stakeholders in a number of ways ... Essential Duties and Responsibilities • Assist with onboarding new clients including opening ...
Financial Advisor - Houston, TX
Houston, TX · On-site
$55K - $75K/yr
To provide basic financial consulting services to assist members and non-members with identifying ... Partners with Wealth Advisor in assigned territory to segment book of business based on member ...
Financial Advisor - Houston, TX
Houston, TX · On-site
$55K - $75K/yr
To provide basic financial consulting services to assist members and non-members with identifying ... Partners with Wealth Advisor in assigned territory to segment book of business based on member ...
** Join Equitable Advisors: A Pathway to Possibilities and Positive Impact ** Are you ready to make a ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
** Join Equitable Advisors: A Pathway to Possibilities and Positive Impact ** Are you ready to make a ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
To provide basic financial consulting services to assist members and non-members with identifying ... as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and ...
To provide basic financial consulting services to assist members and non-members with identifying ... as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and ...
Financial Advisor Associate
Houston, TX · On-site
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment ... The FAA will assist in prospecting new clients to grow the business and should remain current on ...
Financial Advisor Associate
Houston, TX · On-site
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment ... The FAA will assist in prospecting new clients to grow the business and should remain current on ...
Financial Advisor Associate
Houston, TX · On-site
The FAA will assist in prospecting new clients to grow the business and should remain current on ... Collaborate with the Financial Advisor in prospecting new clients to grow the business through ...
Financial Advisor Associate
Houston, TX · On-site
The FAA will assist in prospecting new clients to grow the business and should remain current on ... Collaborate with the Financial Advisor in prospecting new clients to grow the business through ...
The FAA will assist in prospecting new clients to grow the business and should remain current on ... Collaborate with the Financial Advisor in prospecting new clients to grow the business through ...
The FAA will assist in prospecting new clients to grow the business and should remain current on ... Collaborate with the Financial Advisor in prospecting new clients to grow the business through ...
Associate Financial Advisor
$70K - $90K/yr
... finance, economics preferred * 2+ years of experience within the wealth management industry ... Able to prepare client reviews and assist in meetings with senior advisors * Possesses excellent ...
Associate Financial Advisor
$70K - $90K/yr
... finance, economics preferred * 2+ years of experience within the wealth management industry ... Able to prepare client reviews and assist in meetings with senior advisors * Possesses excellent ...
Associate Financial Advisor
The Woodlands, TX · On-site
$70K - $90K/yr
... finance, economics preferred * 2+ years of experience within the wealth management industry ... Able to prepare client reviews and assist in meetings with senior advisors * Possesses excellent ...
Associate Financial Advisor
The Woodlands, TX · On-site
$70K - $90K/yr
... finance, economics preferred * 2+ years of experience within the wealth management industry ... Able to prepare client reviews and assist in meetings with senior advisors * Possesses excellent ...
Advisor II, Accounting
Houston, TX · On-site
$108K - $133K/yr
Phillips 66 & YOU - Together we can fuel the future What to Expect As Advisor II, Accounting you ... financial statements and special reports. * Assist with internal and external audits, ensuring ...
Advisor II, Accounting
Houston, TX · On-site
$108K - $133K/yr
Phillips 66 & YOU - Together we can fuel the future What to Expect As Advisor II, Accounting you ... financial statements and special reports. * Assist with internal and external audits, ensuring ...
... clients to assist with developing solutions and renewals. * Supports more senior Advisory ... advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 ...
... clients to assist with developing solutions and renewals. * Supports more senior Advisory ... advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 ...
2027 Wealth Management Intern
Houston, TX · On-site
$20/hr
The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as ...
2027 Wealth Management Intern
Houston, TX · On-site
$20/hr
The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as ...
The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as ...
The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as ...
Finance Advisor Assistant information
See Spring, TX salary details
$25.4K - $30.4K
9% of jobs
$30.4K - $35.5K
14% of jobs
$36.5K is the 25th percentile. Wages below this are outliers.
$35.5K - $40.5K
13% of jobs
The median wage is $45.6K / yr.
$40.5K - $45.6K
15% of jobs
$45.6K - $50.6K
14% of jobs
$54.7K is the 75th percentile. Wages above this are outliers.
$50.6K - $55.7K
14% of jobs
$55.7K - $60.8K
10% of jobs
$60.8K - $65.8K
6% of jobs
$65.8K - $70.9K
3% of jobs
$70.9K - $75.9K
2% of jobs
$75.9K - $81K
1% of jobs
$25.4K
$48.3K
$81K
How much do finance advisor assistant jobs pay per year?
As of Aug 27, 2026, the average yearly pay for finance 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 a finance advisor assistant?
Finance Advisor Assistants are professionals who support financial advisors in managing client accounts, preparing reports, and handling administrative tasks. They help with scheduling meetings, maintaining client records, and researching investment options under the direction of a licensed financial advisor. Their role is crucial in ensuring smooth operations within financial advisory firms and enhancing the client experience. While they do not typically provide financial advice directly, they play an important role in client communications and service.
What does a finance advisor assistant do?
As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.
What are the typical responsibilities of a finance advisor assistant?
A Finance Advisor Assistant typically supports financial advisors by preparing client reports, scheduling meetings, managing client communications, and organizing documentation for compliance. They play a critical role in ensuring that the advisory team runs efficiently, allowing advisors to focus more on client strategy and relationship-building. Assistants also help with follow-up tasks, data entry, and sometimes basic research, making them essential collaborators in delivering high-quality client service and maintaining smooth office operations.
What are the key skills and qualifications needed to thrive as a finance advisor assistant?
To thrive as a Finance Advisor Assistant, you need a solid understanding of financial concepts, attention to detail, and often a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Excel are typically required, and certifications like FINRA Series 6 or 7 can be advantageous. Strong organizational skills, professionalism, and effective communication are essential soft skills for client interactions and supporting advisors. These abilities ensure accurate data handling, efficient client service, and smooth operations within financial advisory teams.
More about Finance Advisor Assistant jobs
What are popular job titles related to Finance Advisor Assistant jobs in Spring, TX?
For Finance Advisor Assistant jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Finance Advisor Assistant jobs in Spring, TX look for?
The top searched job categories for Finance Advisor Assistant jobs in Spring, TX are:
What cities near Spring, TX are hiring for Finance Advisor Assistant jobs?
Cities near Spring, TX with the most Finance Advisor Assistant job openings:
Voya Financial Advisor Houston
Houston, TX • On-site
Voya Financial Advisors •
Finance and Insurance • 5 - 10K employees5,001 - 10,000 employees
7.9
Based on 40 frontline employees who took The Breakroom Quiz
85th of 152 rated financial services
People enjoy working here
Good employer
Recommended by parents
Respectful managers
Uninterrupted breaks
Full-time
Medical, Life, Retirement
Re-posted 25 days ago
Job description
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market.
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Securities registrations Series 7, 65 & 66 preferred
- Life & Health Insurance Licenses
- Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- Fund knowledge and product/pricing knowledge
At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success including:
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable you to efficiently manage your clients financial information and plans
- Turnkey marketing services
- Transition assistance, if applicable
- Competitive base salary + commissions
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
About Voya Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
2014
Website
What Voya Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom