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

Sekisui House U.S.

Sales Assistant

Houston, TX · On-site

$17 - $22.25/hr

Position Summary The Sales Assistant is a part-time position supporting the New Home Consultant in ... Financial Future: Access a 401(k) retirement savings plan. * Time Off: Our time-off benefits ...

Sekisui House U.S.

Sales Assistant

Houston, TX · On-site

$17 - $22.25/hr

Position Summary The Sales Assistant is a part-time position supporting the New Home Consultant in ... Financial Future: Access a 401(k) retirement savings plan. * Time Off: Our time-off benefits ...

Clayton Homes

Sales Assistant

Houston, TX

$18 - $23.50/hr

... financing plans, and mortgage process to help guide prospects/buyers. * Prepare various reports ... Timely opening and closing of model home and complete opening/closing checklist * Assist Sales ...

Alphabe Insight Inc

Retail Sales Assistant

Houston, TX · On-site

$56K - $60K/yr

We believe that excellence in finance and strategy begins with exceptional people - and we're ... We are seeking a motivated and detail-oriented Retail Sales Assistant to join our dynamic team in ...

Brohn Homes

Sales Assistant

Houston, TX · On-site

$18 - $23.50/hr

... financing plans, and mortgage process to help guide prospects/buyers. * Prepare various reports ... Timely opening and closing of model home and complete opening/closing checklist * Assist Sales ...

Brohn Homes

Sales Assistant

Houston, TX · On-site

$18 - $23.50/hr

... financing plans, and mortgage process to help guide prospects/buyers. * Prepare various reports ... Timely opening and closing of model home and complete opening/closing checklist * Assist Sales ...

Brohn Homes

Sales Assistant

Houston, TX · On-site

$18 - $23.50/hr

... financing plans, and mortgage process to help guide prospects/buyers. * Prepare various reports ... Timely opening and closing of model home and complete opening/closing checklist * Assist Sales ...

Brohn Homes

Sales Assistant

Houston, TX · On-site

$18 - $23.50/hr

... financing plans, and mortgage process to help guide prospects/buyers. * Prepare various reports ... Timely opening and closing of model home and complete opening/closing checklist * Assist Sales ...

Clayton Homes

Sales Assistant

Houston, TX · On-site

$18 - $23.50/hr

... financing plans, and mortgage process to help guide prospects/buyers. * Prepare various reports ... Timely opening and closing of model home and complete opening/closing checklist * Assist Sales ...

Hire Authority LLC

Be Seen First

Customer Support/Sales Assistant

Houston, TX · On-site

$45K - $50K/yr

Our client is searching for a Customer Support/Sales Assistant for their medical instrument company ... Company Description Hire-Authority is a leading placement company for accounting, finance and ...

Hire Authority LLC

Be Seen First

Customer Support/Sales Assistant

Houston, TX · On-site

$45K - $50K/yr

Our client is searching for a Customer Support/Sales Assistant for their medical instrument company ... Company Description Hire-Authority is a leading placement company for accounting, finance and ...

Alphabe Insight Inc

Brand & sales assistant

Houston, TX · On-site

$55K - $59K/yr

... financial and consulting solutions. Our commitment to excellence, innovation, and client ... We are seeking a Brand & Sales Assistant to support our marketing and client relations efforts. The ...

Alphabe Insight Inc

Marketing and Sales Assistant

Houston, TX · On-site

$38K - $47K/yr

We believe that excellence in finance and strategy begins with exceptional people - and we're ... We are seeking a motivated Marketing and Sales Assistant to join our dynamic team in Houston. This ...

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

Financial Sales Assistant information

See Spring, TX salary details

$9.8K

$38K

$56.1K

How much do financial sales assistant jobs pay per year?

As of Aug 26, 2026, the average yearly pay for financial sales assistant in Spring, TX is $37,979.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,500.00 and $45,400.00 per year, depending on experience, location, and employer.

What is a financial sales assistant?

Financial Sales Assistants are professionals who support financial advisors, brokers, or sales teams in managing client accounts and delivering financial products or services. Their responsibilities often include scheduling meetings, preparing documents, responding to client inquiries, processing transactions, and ensuring compliance with industry regulations. By handling administrative and customer service tasks, they help financial professionals focus on building relationships and generating sales. Financial Sales Assistants play a crucial role in maintaining smooth operations within financial firms and enhancing client satisfaction.

What does a financial sales assistant do?

A Financial Sales Assistant plays a key role in supporting financial advisors by preparing client documents, scheduling meetings, and managing account information. They often serve as a primary point of contact for clients, answering routine inquiries and helping resolve administrative issues. Daily responsibilities include processing transactions, updating client records, and ensuring compliance with industry regulations. Collaboration with advisors and other team members is essential to provide seamless service and help maintain strong client relationships, making organizational and communication skills crucial for success in this role.

What skills and qualifications are needed to be a financial sales assistant?

To thrive as a Financial Sales Assistant, you need strong numerical proficiency, attention to detail, and a background in finance or business, often supported by a relevant degree or certification. Familiarity with CRM software, financial analysis tools, and Microsoft Office Suite is typically required. Outstanding interpersonal skills, organization, and the ability to communicate complex financial information clearly help individuals excel in this role. These skills and qualities are crucial for supporting sales teams, ensuring accurate client information, and maintaining efficient operations in a competitive financial environment.

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

AspectFinancial Sales AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentSupport role in banks, financial firms, or insurance companiesClient-facing role providing personalized financial planning
Employer & IndustryFinancial institutions, banks, insurance companiesFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding support roles in finance, entry-level positionsSeeking personalized financial advice, career in financial planning

The main difference is that a Financial Sales Assistant provides support and administrative assistance within financial firms, often with minimal licensing, while a Financial Advisor offers personalized financial planning and investment advice, requiring relevant certifications. Both roles are integral to the finance industry but serve different functions and client engagement levels.

Is a financial sales assistant a good career?

A financial sales assistant is a role that involves supporting financial advisors and selling financial products, requiring strong communication and sales skills. It can offer opportunities for career growth, industry certifications, and experience in finance, but job satisfaction depends on individual interests and the work environment.

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

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

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

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

Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in Spring, TX as of August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution, with an average salary of $37,979 per year, or $18.3 per hour.

FHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONS

Houston, TX • On-site

FHN Financial
Securities, Commodity Contracts, and Financial Investments • 51 - 200 employees
Learn more about FHN Financialexternal

Full-time

Medical, Dental, Vision, Retirement

Re-posted 17 days ago

Job description

Key Responsibilities:
Client Relationship Management:
  • Develop and maintain relationships with banks, credit unions, and other depository institutions.
  • Serve as a trusted point of contact for institutional clients regarding balance sheet and liquidity needs.
  • Conduct regular outreach to identify opportunities related to investments, funding, and loan strategies.
  • Assist senior sales professionals with client retention and business development initiatives.
Investment & Portfolio Solutions:
  • Present fixed income investment opportunities tailored to clients' risk profiles, liquidity positions, and earnings goals.
  • Support the sale and servicing of products such as:
    • U.S. Treasuries
    • Agency securities
    • Mortgage-backed securities
    • Municipal bonds
    • CDs and short-term investments
  • Monitor market conditions and communicate relevant trends, rates, and portfolio strategies to clients.
Loan & Liquidity Management
  • Help institutions evaluate loan participation and loan purchase opportunities.
  • Assist clients in managing on- and off-balance-sheet liquidity strategies.
  • Coordinate funding solutions and liquidity products to support asset/liability management objectives.
  • Collaborate with internal trading, analytics, and operations teams to execute transactions efficiently.
Market & Financial Analysis
  • Analyze balance sheet composition, liquidity ratios, and investment portfolios to identify opportunities.
  • Prepare client presentations, portfolio reviews, and market commentary.
  • Track interest rate movements, economic indicators, and regulatory developments affecting depository institutions.
  • Maintain CRM records, pipeline activity, and sales reporting.
Compliance & Operational Support
  • Ensure all activities comply with applicable banking and securities regulations and internal policies.
  • Support transaction documentation, onboarding, and operational follow-through.
  • Maintain knowledge of institutional fixed income products and regulatory requirements.
Qualifications
  • Bachelor's degree in finance, Economics, Business, Accounting, or related field.
  • 1-3 years of experience in financial services, institutional sales, banking, treasury management, or fixed income preferred.
  • Understanding of:
    • Bank balance sheets
    • Fixed income securities
    • Liquidity management concepts
    • Interest rate risk and asset/liability management
  • Strong interpersonal, communication, and presentation skills.
  • Proficiency in Microsoft Excel, PowerPoint, and CRM platforms.
  • FINRA licenses (Series 7 and 63/65 or willingness to obtain) may be preferred depending on role structure.
Preferred Skills
  • Knowledge of institutional investment products and capital markets.
  • Ability to interpret financial statements and regulatory reports.
  • Strong analytical and quantitative abilities.
  • Self-starter with a consultative sales mindset.
  • Ability to manage multiple client relationships in a fast-paced environment
Compensation & Benefits
  • Competitive base salary plus incentive/commission opportunities.
  • Health, dental, and vision insurance.
  • Retirement and 401(k) benefits.
  • Professional development and licensing support.
  • Opportunities for career advancement within institutional sales and capital markets.

About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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