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Financial 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 ...

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 ...

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 ...

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 ...

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

$61K - $250K/yr

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 to ...

Northwestern Mutual

Financial Advisor

Houston, TX · On-site

$61K - $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 ...

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All 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 Jul 2, 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 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.

Is it hard to become a FA?

Becoming a financial advisor assistant typically requires strong communication skills, attention to detail, and some knowledge of financial products. Many positions prefer candidates with a bachelor's degree and relevant certifications or training, but the difficulty varies based on the employer and required experience. Gaining industry certifications like the Series 7 or Series 66 can improve job prospects and advancement opportunities.

How to become an assistant financial advisor?

To become an assistant financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant experience through internships and obtaining certifications such as the Series 7 or Series 66 license can improve job prospects; strong communication and organizational skills are also important. Some firms may require ongoing training or licensing to assist with client management and financial planning tasks.

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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA, along with a focus on high-value financial planning and investment management.

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 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.

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
Financial Service Advisor

Financial Service Advisor

Austin Bank

Spring, TX

Full-time

Posted 29 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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