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Finance Advisor Assistant Jobs in Spring, TX (NOW HIRING)

Austin Bank

Financial Service Advisor

Spring, TX

Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics ...

Austin Bank

Financial Service Advisor

Spring, TX · On-site

Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics ...

Stratos Wealth Partners

Financial Advisor

Houston, TX · On-site

$80K - $95K/yr

We are seeking a relationship-oriented Financial Advisor to join our growing team in Houston, Texas ... Assist clients with investment, retirement, tax, estate, insurance, and cash flow planning ...

Wealth Enhancement Group

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 ...

Stifel

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 ...

Stifel

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 ...

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All JobsFinance Advisor JobsFinance Advisor Assistant JobsFinance Advisor Assistant Jobs in Spring, TX

Finance Advisor Assistant information

See Spring, TX salary details

$25.4K

$48.3K

$81K

How much do finance advisor assistant jobs pay per year?

As of Jul 26, 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.

Is it hard to become a FA?

Becoming a Finance Advisor Assistant typically requires a high school diploma or equivalent, with some roles preferring or requiring a bachelor's degree in finance, economics, or related fields. Relevant skills include strong communication, organizational abilities, and familiarity with financial software; certifications like the Series 6 or 7 may also be beneficial. The role often involves on-the-job training and can serve as a stepping stone to more advanced financial advisory positions.

What are some typical responsibilities of a Finance Advisor Assistant, and how do they contribute to the success of the advisory team?

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, and why are they important?

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.

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 does a finance assistant do?

A finance assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and invoicing. They often use accounting software and need strong organizational skills to ensure accuracy and efficiency in financial tasks. The role may require basic knowledge of finance principles and attention to detail.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in high-net-worth advising. Achieving this level often requires certifications like the CFP and a focus on investment management, sales, or wealth planning. Income varies widely based on location, firm size, and individual performance.

What are Finance Advisor Assistants?

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 financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.
More about Finance Advisor Assistant jobs
What are the most commonly searched types of Finance Advisor jobs in Spring, TX? The most popular types of Finance Advisor jobs in Spring, TX are:
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:
Finance Advisor Assistant jobs near you
Infographic showing various Finance Advisor Assistant job openings in Spring, TX as of July 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 88% In-person, 6% Hybrid, and 6% Remote job distribution, with an average salary of $48,272 per year, or $23.2 per hour.
Financial Service Advisor

Financial Service Advisor

Austin Bank

Spring, TX

Full-time

Posted 23 days ago

Job description

A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans.

Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Assist in the development plans for the company

Offer subject matter expertise to fellow Financial Advisors

Maintain awareness of latest legislative changes that may affect financial planning

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