Entry-Level Financial Planning
$50K - $75K/yr
Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver ...
$50K - $75K/yr
Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver ...
$50K - $75K/yr
Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver ...
Provide administrative and financial services to profit center. Reports to: Senior Accountant ... * Assist accountant to ensure client contractual requirements are met in regard to billing and ...
Provide administrative and financial services to profit center. Reports to: Senior Accountant ... * Assist accountant to ensure client contractual requirements are met in regard to billing and ...
$81K - $101K/yr
Reconciles general ledger data to various sub-ledger and system data. * Assist in developing ... Ad hoc financial analysis of financial and operating metrics as directed by management. * Support ...
$81K - $101K/yr
Reconciles general ledger data to various sub-ledger and system data. * Assist in developing ... Ad hoc financial analysis of financial and operating metrics as directed by management. * Support ...
Ability to assist customers in call center environment while accessing data via multiple PC lookup ... S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 ...
Ability to assist customers in call center environment while accessing data via multiple PC lookup ... S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 ...
Houston, TX · On-site
$65K/yr
Maintain vendor files, W-9, 1099's * Assist with vendor communications regarding payments. Financial Administration * Perform data entry and maintenance within accounting systems. * Reconcile ...
New
Houston, TX · On-site
$65K/yr
Maintain vendor files, W-9, 1099's * Assist with vendor communications regarding payments. Financial Administration * Perform data entry and maintenance within accounting systems. * Reconcile ...
New
$81K - $101K/yr
Reconciles general ledger data to various sub-ledger and system data. * Assist in developing ... Ad hoc financial analysis of financial and operating metrics as directed by management. * Support ...
$81K - $101K/yr
Reconciles general ledger data to various sub-ledger and system data. * Assist in developing ... Ad hoc financial analysis of financial and operating metrics as directed by management. * Support ...
Help institutions evaluate loan participation and loan purchase opportunities. * Assist clients in ... Market & Financial Analysis * Analyze balance sheet composition, liquidity ratios, and investment ...
Help institutions evaluate loan participation and loan purchase opportunities. * Assist clients in ... Market & Financial Analysis * Analyze balance sheet composition, liquidity ratios, and investment ...
Help institutions evaluate loan participation and loan purchase opportunities. * Assist clients in ... Market & Financial Analysis * Analyze balance sheet composition, liquidity ratios, and investment ...
Help institutions evaluate loan participation and loan purchase opportunities. * Assist clients in ... Market & Financial Analysis * Analyze balance sheet composition, liquidity ratios, and investment ...
Houston, TX · On-site
$78K - $97K/yr
Reconciles general ledger data to various sub-ledger and system data. * Assist in developing ... Ad hoc financial analysis of financial and operating metrics as directed by management. * Support ...
Quick apply
Apply Early
Houston, TX · On-site
$78K - $97K/yr
Reconciles general ledger data to various sub-ledger and system data. * Assist in developing ... Ad hoc financial analysis of financial and operating metrics as directed by management. * Support ...
Apply Early
Houston, TX · On-site
$75K/yr
Monitor industry and demographic trends affecting service demand. * Assist in analysis of the financial impact of capital investments (e.g., cemetery developments). * Conduct financial reviews with ...
Houston, TX · On-site
$75K/yr
Monitor industry and demographic trends affecting service demand. * Assist in analysis of the financial impact of capital investments (e.g., cemetery developments). * Conduct financial reviews with ...
Houston, TX · Hybrid
$75K/yr
Monitor industry and demographic trends affecting service demand. * Assist in analysis of the financial impact of capital investments (e.g., cemetery developments). * Conduct financial reviews with ...
Houston, TX · Hybrid
$75K/yr
Monitor industry and demographic trends affecting service demand. * Assist in analysis of the financial impact of capital investments (e.g., cemetery developments). * Conduct financial reviews with ...
Houston, TX · Hybrid
$75K/yr
Monitor industry and demographic trends affecting service demand. * Assist in analysis of the financial impact of capital investments (e.g., cemetery developments). * Conduct financial reviews with ...
Houston, TX · Hybrid
$75K/yr
Monitor industry and demographic trends affecting service demand. * Assist in analysis of the financial impact of capital investments (e.g., cemetery developments). * Conduct financial reviews with ...
The Houston office is seeking a Legal Assistant to join our Finance & Lending Practice Group. This Assistant provides support to a busy finance & lending practice in a fast paced and deadline driven ...
The Houston office is seeking a Legal Assistant to join our Finance & Lending Practice Group. This Assistant provides support to a busy finance & lending practice in a fast paced and deadline driven ...
Bellaire, TX · On-site
$50K - $75K/yr
We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be ... Assist clients with website access, password resets, etc. · Prepare for and follow up on client ...
Bellaire, TX · On-site
$50K - $75K/yr
We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be ... Assist clients with website access, password resets, etc. · Prepare for and follow up on client ...
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 ...
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 ...
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 ...
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 ...
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 ...
Be Seen First
Houston, TX · On-site
$22 - $24/hr
Financial Coordinator (Temporary) * Assist with processing invoices, payments, and financial transactions * Maintain financial records and documentation * Reconcile accounts and resolve discrepancies ...
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Be Seen First
Houston, TX · On-site
$22 - $24/hr
Financial Coordinator (Temporary) * Assist with processing invoices, payments, and financial transactions * Maintain financial records and documentation * Reconcile accounts and resolve discrepancies ...
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 ...
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 ...
Houston, TX · On-site
$90K - $100K/yr
You will evaluate financial information to assist in reporting, budgeting and forecasting, identifying trends and discrepancies to help our leaders and managers implement change and find ways our ...
Houston, TX · On-site
$90K - $100K/yr
You will evaluate financial information to assist in reporting, budgeting and forecasting, identifying trends and discrepancies to help our leaders and managers implement change and find ways our ...
$9.41 - $11.80
1% of jobs
$11.80 - $14.20
8% of jobs
$16.02 is the 25th percentile. Wages below this are outliers.
$14.20 - $16.59
22% of jobs
The median wage is $18.60 / hr.
$16.59 - $18.98
24% of jobs
$18.98 - $21.37
16% of jobs
$22.32 is the 75th percentile. Wages above this are outliers.
$21.37 - $23.76
13% of jobs
$23.76 - $26.16
10% of jobs
$26.16 - $28.55
5% of jobs
$28.55 - $30.94
2% of jobs
$30.94 - $33.33
0% of jobs
$33.33 - $35.72
0% of jobs
$9
$20
$35
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.
| Aspect | Financial Assistant | Bookkeeper |
|---|---|---|
| Credentials | May require basic finance or accounting certifications | Often requires basic bookkeeping certifications or experience |
| Work Environment | Supports finance teams, works in offices or remotely | Handles daily transaction recording, often in small business settings |
| Employer & Industry Usage | Used across various industries, supporting finance departments | Common in small to medium businesses, accounting firms |
| Primary Responsibilities | Assists with financial reports, data entry, and administrative tasks | Maintains 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.

$50K - $75K/yr
Part-time
Retirement
Posted 21 days ago
Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Employment Type: PART_TIME