ZipRecruiter

Log In

1

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

Corebridge Financial

Advisor Assistant

Houston, TX · On-site

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor. * Respond to client requests for forms or marketing literature. * Assist with processing ...

Corebridgefinancial

Advisor Assistant

Houston, TX · On-site +1

$24/hr

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... advisor. * Respond to client requests for forms or marketing literature. * Assist with processing ...

BOK Financial

Financial Advisor

Houston, TX · On-site

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc ...

BOK Financial

Financial Advisor

Magnolia, TX

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc ...

BOK Financial

Financial Advisor

Houston, TX

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc ...

BOK Financial

Financial Advisor

Houston, TX · On-site

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc ...

Allworth Financial

Financial Advisor

Houston, TX · On-site

$140K - $150K/yr

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric ...

Allworth Financial

Financial Advisor

Houston, TX · On-site

$140K - $150K/yr

SUMMARY Allworth Financial, one of the fastest growing RIAs, is seeking an experienced Financial Advisor to join our Houston, TX office. This is a in person role, with the ability to work from home ...

First Command

Financial Advisor

Houston, TX · On-site

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our ...

Boutique Recruiting

Financial Advisor

Houston, TX · On-site

$65K - $80K/yr

Financial Advisor About: What if your next financial advisor role let you focus on advising and closing instead of cold calling for your next appointment? We are seeking an experienced Acquisition ...

New

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 ...

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 ...

Northwestern Mutual

Financial Advisor

Houston, TX · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

The Woodlands, TX · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

next page

Showing results 1-20

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

Financial Advisor Assistant information

See Spring, TX salary details

$25.4K

$48.3K

$81K

How much do financial advisor assistant jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial 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 primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

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

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

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.

What are the most commonly searched types of Financial Advisor jobs in Spring, TX?

The most popular types of Financial Advisor jobs in Spring, TX are:

What are popular job titles related to Financial Advisor Assistant jobs in Spring, TX?

For Financial Advisor Assistant jobs in Spring, TX, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Assistant jobs in Spring, TX look for?

The top searched job categories for Financial Advisor Assistant jobs in Spring, TX are:

What cities near Spring, TX are hiring for Financial Advisor Assistant jobs?

Cities near Spring, TX with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $48,272 per year, or $23.2 per hour.

Advisor Assistant

Corebridge Financial

Houston, TX • On-site

$24/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Corebridge Financial rating

9.5

Company rating: 9.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

7th of 315 rated insurance

Job description

Who We Are
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
  • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

About The Role
This position is vital to the support of the region, leadership, and acts as a partner to many home office departments. The role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team.
Responsibilities
  • Providing administrative support to a financial advisor.
  • Reviewing accounts and creating reports for financial advisor.
  • Respond to client requests for forms or marketing literature.
  • Assist with processing paperwork and client mailings.
  • Performing other office tasks such as copying, taking messages, distributing mail items, as needed.

Skills and Qualifications
  • High school graduate or equivalent required, including experience with customer service interactions.
  • 2 years office clerical experience including customer service environment
  • To be successful in this position, individual must be skilled in verbal and written communications.
  • Must be self-motivated: looking for someone eager to learn the business and work toward a common set of goals.
  • Must be coachable and work well in a team environment
  • Must adapt well to change
  • Must be thorough and able to communicate effectively
  • Must be discreet with all client interactions and documents
  • Must possess strong organizational skills.
  • Must be proficient with MS Office applications, and other software applications.
  • # of hours per week - This position offer flexibility for either a 30-hour or 40-hour workweek.

Compensation
The base hourly rate of pay for this position is up to $24.00 per hour, based on experience.
Work Location
This role offers a fully remote work arrangement; however, applicants must maintain a primary residence within 50 miles of a Corebridge Financial office.
Remote (Houston, TX or Tampa, FL)
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Functional Area:
AS - Administrative Support
Estimated Travel Percentage (%): No Travel
Relocation Provided: No
American General Life Insurance Company

What Corebridge Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply