1

Financial Assistant Jobs in Spring, TX (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

Maintain and support financial hierarchies, including departments, locations, accounts, cost centers, entities, and reporting structures * Assist with ERP implementations, enhancements, testing, and ...

Summary of Essential Job functions Financial Planning & Reporting * Assist in preparing monthly forecasts, annual budgets, and financial reporting packages. * Support budget vs. actual variance ...

What You'll Do * Assist with the annual budgeting process * Prepare and analyze monthly financial statements and management reports * Develop and distribute the Monthly Financial Review Packet

Oversee banking relationships and financial transactions * Assist executive leadership with financial planning, capital allocation, and investment analysis Leadership & Team Management * Lead and ...

Showing results 21-40

Financial Assistant information

See Spring, TX salary details

$9

$20

$35

How much do financial assistant jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for financial assistant in Spring, TX is $20.78, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $23.32 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Assistant, you need strong numerical aptitude, attention to detail, and a background in finance or accounting, often supported by a relevant degree or certification. Familiarity with accounting software (such as QuickBooks or SAP), spreadsheets, and financial reporting systems is typically required. Effective communication, organizational skills, and discretion are standout soft skills in this position. These qualities are essential for maintaining accurate financial records, supporting business decisions, and ensuring the integrity of financial processes.

How does a financial assistant typically collaborate with other departments within an organization?

Financial Assistants often work closely with various departments such as accounting, human resources, and operations to ensure accurate budgeting, timely expense reporting, and compliance with company policies. They may be responsible for gathering financial data from different teams, processing invoices, and assisting in preparing financial statements. Effective communication and attention to detail are essential, as these collaborations help maintain smooth financial operations and support organizational decision-making.

What is the work of a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting systems and need strong organizational and communication skills to ensure accurate financial data management.

What is a financial assistant?

A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

What is the difference between Financial Assistant vs Bookkeeper?

AspectFinancial AssistantBookkeeper
CredentialsMay require basic finance or accounting certificationsOften requires basic bookkeeping certifications or experience
Work EnvironmentSupports finance teams, works in offices or remotelyHandles daily transaction recording, often in small business settings
Employer & Industry UsageUsed across various industries, supporting finance departmentsCommon in small to medium businesses, accounting firms
Primary ResponsibilitiesAssists with financial reports, data entry, and administrative tasksMaintains financial records, processes invoices, reconciles accounts

While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

What do you do as a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting programs and may handle tasks such as invoicing, data entry, and financial document organization to ensure accurate financial management.

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

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

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

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

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

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

Infographic showing various Financial Assistant job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $43,227 per year, or $20.8 per hour.

Full-time

Re-posted 25 days ago


Job description

Req ID: 77643 

Location: Houston -HOUS, Woodlands -WDLND 

Areas of Interest: 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. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type
This position typically pays a salary/draw against commission.
Summary

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You’ll be positioned for a great career!

Job Description

The Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals; this is accomplished through holistic financial planning and financial advice.  In addition, the Financial Advisor is responsible for prospecting new clients in effort to add to assets under management either through referral and/or outside business opportunities. 

Required Licensing: SIE, Series 7 & 66

Team Culture

There is incredible tenure and leadership on this team. Operations is front and center to help you solve problems immediately. We’ve created a safe space for the team to brainstorm, ask questions, and find solutions. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.

Our philosophy is built around three simple truths to ensure we always do the best for clients. 1) Relationships begin with knowledge. 2) Process – not products – leads to objective advice. 3) Proactive oversight and communication produce results.

Success is adding the right people to the team, having confidence in their abilities, providing them the best tools, and helping them achieve their goals and dreams. You can maximize your potential with us.

How You'll Spend Your Time
  • You will meet with clients to understand their financial goals and objectives.
  • You will prepare customer presentations and utilize databases and worksheets to gain an understanding of products and sales approaches for targeted customers.
  • You’ll maintain an up-to-date familiarity with the current securities portfolio in order to ensure optimum marketing potential.
  • You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and ­­1-2 years of directly related experience in ­­­­­­­­­­­­­securities sales or 7-8 years of equivalent combination of education and experience.

Working Conditions & Physical Requirements
Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
 
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.