ZipRecruiter

Log In

1

Financial Service Associate Jobs in Texas (NOW HIRING)

Stifel

Registered Client Service Associate

Houston, TX · On-site

What You'll Be Doing As a Client Services Associate (Registered), you will work closely with one or more Financial Advisors to deliver a high level of service to clients and support the day-to-day ...

Raising Cane's

Customer Service Associate

Hurst, TX · On-site

$12/hr

Customer Service Associate Starting hiring pay at: $12.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Irving, TX · On-site

$12/hr

Customer Service Associate Starting hiring pay at: $12.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Dallas, TX · On-site

$12/hr

Customer Service Associate Starting hiring pay at: $12.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

previous page

Showing results 41-60

All JobsFinancial Service Associate JobsFinancial Service Associate Jobs in Texas

Financial Service Associate information

See Texas salary details

$12

$29

$63

How much do financial service associate jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for financial service associate in Texas is $29.78, according to ZipRecruiter salary data. Most workers in this role earn between $19.28 and $32.02 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in Texas?

The most popular types of Financial Service jobs in Texas are:

What cities in Texas are hiring for Financial Service Associate jobs?

Cities in Texas with the most Financial Service Associate job openings:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $61,938 per year, or $29.8 per hour.

Client Service Associate

Shenandoah, TX • On-site

Raymond James Financial Services
Accounting Services • 11 - 50 employees
Learn more about Raymond James Financial Servicesexternal

$14 - $19.50/hr

Other

Medical, Retirement, PTO

Re-posted 4 days ago

Job description

Essential Duties and Responsibilities

  • Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

  • Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

  • Opens new client accounts, process money movement, and researches information as needed

  • Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion

  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients

  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor

  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software

  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures

  • Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

  • Company’s working structure, policies, mission, and strategies

  • General office practices, procedures, and methods

  • Basic investment concepts, practices and procedures used in the securities industry

  • Financial markets, products and industry regulations

Skill in

  • Client Relationship Management (CRM) software

  • Microsoft Office

  • Effective communication (in-person, virtual, phone and mail)

Ability to

  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

  • Analyze and research account information

  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

  • Handle stressful situations and provide a high level of customer service in a calm and professional manner

  • Analyze problems and establish solutions in a fast-paced environment

  • Use mathematics sufficient to process account and transaction information

  • Use appropriate interpersonal styles and communicate effectively

  • Work both independently and as part of a team

  • Provide a high level of customer service

Experience Requirements

  • 3+ years of industry experience

Licenses/Certifications

  • Series 7 preferred

Education Requirements

  • Bachelor's degree preferred

Workstyle: Onsite

Travel: Less than 10% - which may include continuing education and conferences

Benefits: Medical Insurance, Retirement, PTO

McLinden Financial and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

View All Raymond James Financial Services Jobs

Apply