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

Robert W Baird & Co

Marketing Assistant

Houston, TX · On-site

$38K - $48K/yr

The Marketing Assistant II supports both individual Financial Advisor practices and broader branch ... This role works closely with Financial Advisors, Baird Retirement Management leadership, branch ...

Cetera

Wealth Advisor - Hybrid

Baytown, TX · Hybrid

$65K - $90K/yr

... financial concepts to clients and make suitable recommendations. Assist lead advisors in monitoring portfolio investments. Assist or conduct client meetings with the lead FPC. Internal management of ...

Cetera

Wealth Advisor - Hybrid

Baytown, TX · Hybrid

$65K - $90K/yr

... financial concepts to clients and make suitable recommendations. Assist lead advisors in monitoring portfolio investments. Assist or conduct client meetings with the lead FPC. Internal management of ...

City of Houston

ASSISTANT DIRECTOR (EXE LEV)

Houston, TX · On-site

$130K - $167K/yr

The Assistant Director works collaboratively with financial advisors, bond counsel, the City of Houston Finance Department, airlines, and federal agencies to ensure continued access to capital ...

Houston Airport

ASSISTANT DIRECTOR (EXE LEV)

TX · On-site

$130K - $167K/yr

The Assistant Director works collaboratively with financial advisors, bond counsel, the City of Houston Finance Department, airlines, and federal agencies to ensure continued access to capital ...

Houston Christian University

Financial Aid Advisor

Houston, TX · On-site

$19.25 - $24.75/hr

Respond to student, parent, faculty, and staff inquiries through in-person, phone, email, chat, and virtual advising platforms. * Assist students in understanding financing options and responsible ...

Houston Christian University

Financial Aid Advisor

Houston, TX · On-site

$19.25 - $24.75/hr

Respond to student, parent, faculty, and staff inquiries through in-person, phone, email, chat, and virtual advising platforms. * Assist students in understanding financing options and responsible ...

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Showing results 21-40

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 Aug 13, 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 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.

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 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.
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 August 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.

2027 Wealth Management Intern

Financial Synergies Wealth Advisors

Houston, TX • On-site

$20/hr

Part-time

Re-posted 27 days ago

Job description

The position of Wealth Management Intern (WMI) is an operational & client-facing role that will be focused on serving existing clients and assisting Financial Advisors in financial plan creation, client paperwork, note-taking, and various other tasks. 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 garner experience in trading and portfolio management. This is a two-month paid summer internship (from June 1st through July 31st) that will also be
verifiable for course credit if needed.
Our goal for the Wealth Management Intern is to get exposure to the various departments and roles within an independent wealth management firm. We hope that by the end of the internship, we will have a mutual understanding as to whether the WMI is a good match and if this position is a good fit for their career goals and objectives.
Office Hours are from 8am to 5pm daily, with an hour lunch break.
Client Service
  • Your primary objective is to observe, listen, and learn from the financial advisors.
  • Running financial planning & performance reporting software.
  • Taking detailed meeting notes.
  • Preparing necessary paperwork before the client meetings.
  • Following up with the client, as needed.

eMoney Advisor (Wealth-360)
  • Completing all eMoney
    online training sessions.
  • Creating and maintaining financial plans in eMoney.
  • Coordinating the onboarding of clients into the eMoney software.
  • Assisting in eMoney planning presentations.

Envestnet | Tamarac
  • Completing
    applicable sessions of Tamarac Advisor University online.
  • Creating various investment performance reports for client update meetings and quarterly statements.

Schwab Institutional & Fidelity WealthScape
  • Completing
    applicable sessions of Schwab Advisor University / Fidelity WealthScape.
  • Developing a familiarity with Schwab/Fidelity paperwork & online processes.
  • Account opening paperwork (physical & eSignature packets).
  • Money movement paperwork (wires, checks, journals, etc.).

Wealthbox CRM
  • Creating records in CRM such as Leads, Accounts, Contacts and Activities.
  • Completing & assigning action items and tasks.
  • Logging phone call and meeting notes.
  • Running dialogs and workflows.
  • Taking on other data management projects, as needed.

Special Projects
  • You will have a chance to sum up your experience with special projects that you will work on throughout the internship.
  • Present project findings individually and as a team to the various teams and Leadership upon completion.

Apply